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 | $34,484 | $108,172-68.1% | $77,482-55.5% | $158,922-78.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 11.98% | 31.67%-19.7pp | 54.79%-42.8pp | 302.83%-290.8pp |
| Employer contribution / active EE | $319 | $1,325-75.9% | $986-67.7% | $4,761-93.3% |
| Participant deferral / active EE | $692 | $2,456-71.8% | $1,861-62.8% | $5,982-88.4% |
| Admin fee / account holder | $57 | $3,708-98.5% | $2,858-98.0% | $11,246-99.5% |