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 | $17,975 | $57,281-68.6% | $86,612-79.2% | $75,163-76.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 35.27% | 2670.75%-2635.5pp | 591.07%-555.8pp | 160.62%-125.3pp |
| Employer contribution / active EE | $636 | $2,314-72.5% | $3,022-78.9% | $2,670-76.2% |
| Participant deferral / active EE | $894 | $3,318-73.1% | $4,438-79.9% | $4,125-78.3% |
| Admin fee / account holder | $2 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |