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 | $28,715 | $74,888-61.7% | $71,209-59.7% | $142,382-79.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.59% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,332 | $2,854-18.3% | $2,721-14.3% | $4,299-45.8% |
| Participant deferral / active EE | $2,332 | $4,454-47.6% | $4,175-44.1% | $6,507-64.2% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |