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 | $16,820 | $108,642-84.5% | $74,701-77.5% | $152,861-89.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.23% | 114.06%-91.8pp | 752.92%-730.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $979 | $1,503-34.9% | $1,084-9.7% | $4,762-79.5% |
| Participant deferral / active EE | $569 | $2,712-79.0% | $1,964-71.0% | $5,850-90.3% |
| Admin fee / account holder | $163 | $4,902-96.7% | $3,333-95.1% | $11,596-98.6% |