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 | $24,643 | $107,791-77.1% | $90,645-72.8% | $135,375-81.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 26.74% | -0.90%+27.6pp | 1.88%+24.9pp | 519.73%-493.0pp |
| Employer contribution / active EE | $888 | $3,018-70.6% | $2,532-64.9% | $4,779-81.4% |
| Participant deferral / active EE | $6,370 | $3,872+64.5% | $3,425+86.0% | $5,609+13.6% |
| Admin fee / account holder | $272 | $5,930-95.4% | $4,994-94.6% | $10,827-97.5% |