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 | $14,785 | $105,126-85.9% | $94,646-84.4% | $139,434-89.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 38.03%-23.3pp | 156.71%-142.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,372 | $4,106-42.2% | $3,672-35.4% | $4,751-50.1% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $60 | $8,984-99.3% | $7,231-99.2% | $11,403-99.5% |