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 | $18,826 | $124,185-84.8% | $108,410-82.6% | $167,490-88.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.41% | 1379.64%-1360.2pp | 905.27%-885.9pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,724 | $4,187-58.8% | $3,558-51.6% | $4,837-64.4% |
| Participant deferral / active EE | $3,228 | $6,908-53.3% | $6,563-50.8% | $6,341-49.1% |
| Admin fee / account holder | $28 | $9,455-99.7% | $7,295-99.6% | $12,309-99.8% |