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 | $17,229 | $91,190-81.1% | $178,490-90.3% | $79,858-78.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.38% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,756 | $3,256-15.4% | $5,011-45.0% | $2,471+11.5% |
| Participant deferral / active EE | $2,655 | $3,236-18.0% | $5,202-49.0% | $3,740-29.0% |
| Admin fee / account holder | $218 | $6,751-96.8% | $13,984-98.4% | $5,306-95.9% |