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 | $8,232 | $72,071-88.6% | $68,368-88.0% | $137,256-94.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.42% | 353.14%-332.7pp | 292.57%-272.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,021 | $2,788-27.5% | $2,649-23.7% | $4,156-51.4% |
| Participant deferral / active EE | $1,156 | $4,410-73.8% | $4,123-71.9% | $6,407-81.9% |
| Admin fee / account holder | $172 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |