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 | $11,500 | $108,642-89.4% | $74,701-84.6% | $152,861-92.5% |
| Participation rate | 88.9% | 65.3%+23.5pp | 54.5%+34.4pp | 82.4%+6.4pp |
| Annual return | 25.98% | 114.06%-88.1pp | 752.92%-726.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,183 | $1,503-21.3% | $1,084+9.1% | $4,762-75.2% |
| Participant deferral / active EE | $2,952 | $2,712+8.8% | $1,964+50.3% | $5,850-49.5% |
| Admin fee / account holder | $16 | $4,902-99.7% | $3,333-99.5% | $11,596-99.9% |