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 | $25,373 | $62,573-59.5% | $85,682-70.4% | $85,850-70.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 15.44% | 23.77%-8.3pp | 21.49%-6.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,173 | $1,757-33.2% | $2,618-55.2% | $2,565-54.3% |
| Participant deferral / active EE | $1,646 | $2,802-41.3% | $3,923-58.0% | $3,952-58.3% |
| Admin fee / account holder | $96 | $4,640-97.9% | $6,873-98.6% | $6,260-98.5% |