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 | $12,586 | $100,773-87.5% | $88,946-85.8% | $142,382-91.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.78% | 70.18%-46.4pp | 57.82%-34.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $792 | $2,918-72.9% | $2,555-69.0% | $4,299-81.6% |
| Participant deferral / active EE | $1,437 | $5,230-72.5% | $4,581-68.6% | $6,507-77.9% |
| Admin fee / account holder | $78 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |