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 | $25,698 | $108,172-76.2% | $77,482-66.8% | $158,922-83.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.80% | 31.67%-12.9pp | 54.79%-36.0pp | 302.83%-284.0pp |
| Employer contribution / active EE | $980 | $1,325-26.0% | $986-0.7% | $4,761-79.4% |
| Participant deferral / active EE | $1,742 | $2,456-29.1% | $1,861-6.4% | $5,982-70.9% |
| Admin fee / account holder | $173 | $3,708-95.3% | $2,858-94.0% | $11,246-98.5% |