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 | $15,910 | $111,724-85.8% | $93,606-83.0% | $145,922-89.1% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 15.55% | 202.98%-187.4pp | 133.20%-117.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,695 | $3,090-12.8% | $2,420+11.4% | $4,660-42.2% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $52 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |