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 | $16,374 | $111,535-85.3% | $105,223-84.4% | $137,256-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.61% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,146 | $3,939-70.9% | $3,689-68.9% | $4,156-72.4% |
| Participant deferral / active EE | $2,048 | $5,500-62.8% | $5,072-59.6% | $6,407-68.0% |
| Admin fee / account holder | $100 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |