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 | $17,652 | $109,817-83.9% | $98,442-82.1% | $167,490-89.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.44% | 1956.69%-1938.3pp | 1492.73%-1474.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $734 | $3,224-77.2% | $2,960-75.2% | $4,837-84.8% |
| Participant deferral / active EE | $917 | $4,673-80.4% | $4,276-78.6% | $6,341-85.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |