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 | $12,966 | $103,949-87.5% | $69,182-81.3% | $273,961-95.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 12.09% | 35.28%-23.2pp | -21.93%+34.0pp | 41.45%-29.4pp |
| Employer contribution / active EE | $7,023 | $1,783+293.9% | $1,206+482.2% | $4,869+44.2% |
| Participant deferral / active EE | $341 | $2,716-87.4% | $1,897-82.0% | $5,287-93.6% |
| Admin fee / account holder | $37 | $3,671-99.0% | $2,697-98.6% | $10,132-99.6% |