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 | $16,546 | $108,172-84.7% | $77,482-78.6% | $158,922-89.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 11.26% | 31.67%-20.4pp | 54.79%-43.5pp | 302.83%-291.6pp |
| Employer contribution / active EE | $514 | $1,325-61.2% | $986-47.9% | $4,761-89.2% |
| Participant deferral / active EE | $437 | $2,456-82.2% | $1,861-76.5% | $5,982-92.7% |
| Admin fee / account holder | $158 | $3,708-95.7% | $2,858-94.5% | $11,246-98.6% |