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 | $21,038 | $107,015-80.3% | $73,545-71.4% | $147,584-85.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 9.63% | 38.25%-28.6pp | -15.16%+24.8pp | 578.55%-568.9pp |
| Employer contribution / active EE | $9,706 | $1,760+451.5% | $1,219+696.2% | $4,876+99.1% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $264 | $3,055-91.4% | $2,320-88.6% | $10,885-97.6% |