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 | $22,965 | $115,882-80.2% | $100,516-77.2% | $158,922-85.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.06% | 34.79%-14.7pp | 30.89%-10.8pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,246 | $4,103-45.3% | $3,418-34.3% | $4,761-52.8% |
| Participant deferral / active EE | $7,555 | $6,674+13.2% | $6,270+20.5% | $5,982+26.3% |
| Admin fee / account holder | $10 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |