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 | $16,341 | $115,882-85.9% | $100,516-83.7% | $158,922-89.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.24% | 34.79%-17.5pp | 30.89%-13.6pp | 302.83%-285.6pp |
| Employer contribution / active EE | $810 | $4,103-80.3% | $3,418-76.3% | $4,761-83.0% |
| Participant deferral / active EE | $6,500 | $6,674-2.6% | $6,270+3.7% | $5,982+8.7% |
| Admin fee / account holder | $170 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |