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 | $15,451 | $84,233-81.7% | $170,442-90.9% | $70,131-78.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.91% | 23.06%-9.2pp | 205.93%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $820 | $3,387-75.8% | $5,433-84.9% | $2,342-65.0% |
| Participant deferral / active EE | $1,854 | $3,086-39.9% | $4,939-62.5% | $3,332-44.4% |
| Admin fee / account holder | $34 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |