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 | $20,478 | $81,632-74.9% | $70,449-70.9% | $158,922-87.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.97% | 208.40%-198.4pp | 109.03%-99.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $404 | $3,217-87.4% | $2,737-85.2% | $4,761-91.5% |
| Participant deferral / active EE | $971 | $4,554-78.7% | $3,709-73.8% | $5,982-83.8% |
| Admin fee / account holder | $9 | $6,193-99.9% | $3,845-99.8% | $11,246-99.9% |