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 | $19,693 | $99,020-80.1% | $86,590-77.3% | $147,584-86.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.73% | 1312.34%-1293.6pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $933 | $3,132-70.2% | $2,839-67.2% | $4,876-80.9% |
| Participant deferral / active EE | $2,764 | $3,972-30.4% | $3,609-23.4% | $5,439-49.2% |
| Admin fee / account holder | $15 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |