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 | $16,296 | $104,907-84.5% | $84,611-80.7% | $152,861-89.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.15% | 373.79%-357.6pp | 258.74%-242.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $979 | $3,302-70.4% | $2,652-63.1% | $4,762-79.4% |
| Participant deferral / active EE | $950 | $4,688-79.7% | $3,899-75.6% | $5,850-83.8% |
| Admin fee / account holder | $13 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |