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 | $13,692 | $109,817-87.5% | $98,442-86.1% | $167,490-91.8% |
| Participation rate | 85.0% | 75.8%+9.2pp | 73.3%+11.7pp | 82.1%+2.9pp |
| Annual return | 12.46% | 1956.69%-1944.2pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,097 | $4,673-55.1% | $4,276-51.0% | $6,341-66.9% |
| Admin fee / account holder | $104 | $6,753-98.5% | $5,949-98.2% | $12,309-99.2% |