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 | $17,996 | $115,770-84.5% | $101,248-82.2% | $158,922-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.84% | 56.14%-28.3pp | 46.47%-18.6pp | 302.83%-275.0pp |
| Employer contribution / active EE | $1,972 | $4,175-52.8% | $3,660-46.1% | $4,761-58.6% |
| Participant deferral / active EE | $2,666 | $4,957-46.2% | $4,370-39.0% | $5,982-55.4% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |