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 | $20,686 | $102,966-79.9% | $90,281-77.1% | $152,861-86.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.32% | 95.16%-68.8pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,500 | $4,281-65.0% | $3,885-61.4% | $5,850-74.4% |
| Admin fee / account holder | $195 | $6,171-96.8% | $5,351-96.4% | $11,596-98.3% |