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 | $19,241 | $95,416-79.8% | $185,823-89.6% | $85,850-77.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.74% | 23.59%-4.8pp | 122.05%-103.3pp | 318.53%-299.8pp |
| Employer contribution / active EE | $1,289 | $3,314-61.1% | $5,167-75.0% | $2,565-49.7% |
| Participant deferral / active EE | $2,841 | $3,423-17.0% | $5,568-49.0% | $3,952-28.1% |
| Admin fee / account holder | $5 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |