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 | $20,826 | $110,502-81.2% | $80,716-74.2% | $167,490-87.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.33% | 120.54%-102.2pp | 87.28%-68.9pp | 478.56%-460.2pp |
| Employer contribution / active EE | $697 | $1,543-54.8% | $1,160-39.9% | $4,837-85.6% |
| Participant deferral / active EE | $549 | $2,871-80.9% | $2,146-74.4% | $6,341-91.3% |
| Admin fee / account holder | $207 | $4,545-95.4% | $3,380-93.9% | $12,309-98.3% |