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 | $18,441 | $138,044-86.6% | $125,339-85.3% | $134,475-86.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 10.31% | 750.33%-740.0pp | 572.05%-561.7pp | 417.96%-407.7pp |
| Employer contribution / active EE | $2,461 | $5,243-53.1% | $4,814-48.9% | $4,740-48.1% |
| Participant deferral / active EE | $7,056 | $7,799-9.5% | $7,446-5.2% | $6,400+10.3% |
| Admin fee / account holder | $10 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |