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 | $10,847 | $76,407-85.8% | $150,298-92.8% | $82,448-86.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.52% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $972 | $2,614-62.8% | $4,154-76.6% | $2,551-61.9% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $262 | $6,352-95.9% | $14,116-98.1% | $7,234-96.4% |