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 | $22,528 | $118,680-81.0% | $98,907-77.2% | $158,922-85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.16% | 372.35%-365.2pp | 196.43%-189.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $642 | $3,333-80.8% | $2,689-76.1% | $4,761-86.5% |
| Participant deferral / active EE | $1,283 | $5,088-74.8% | $4,244-69.8% | $5,982-78.6% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |