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 | $19,041 | $88,710-78.5% | $81,783-76.7% | $145,959-87.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.75% | 1027.26%-1012.5pp | 775.05%-760.3pp | 561.95%-547.2pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,153 | $4,645+54.0% | $4,320+65.6% | $6,689+6.9% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.8% |