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 | $24,588 | $176,377-86.1% | $134,143-81.7% | $158,922-84.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.33% | 63.63%-50.3pp | 36.33%-23.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $444 | $5,040-91.2% | $3,704-88.0% | $4,761-90.7% |
| Participant deferral / active EE | $2,084 | $4,091-49.1% | $3,499-40.4% | $5,982-65.2% |
| Admin fee / account holder | $223 | $8,718-97.4% | $6,684-96.7% | $11,246-98.0% |