See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,228 | $96,635-84.2% | $86,612-82.4% | $139,434-89.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.16% | 106.41%-80.2pp | 591.07%-564.9pp | 372.94%-346.8pp |
| Employer contribution / active EE | $8,276 | $3,263+153.6% | $3,022+173.8% | $4,751+74.2% |
| Participant deferral / active EE | $1,100 | $4,836-77.3% | $4,438-75.2% | $6,710-83.6% |
| Admin fee / account holder | $46 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |