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 | $21,979 | $96,635-77.3% | $86,612-74.6% | $139,434-84.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.30% | 106.41%-92.1pp | 591.07%-576.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,932 | $3,263-10.1% | $3,022-3.0% | $4,751-38.3% |
| Participant deferral / active EE | $844 | $4,836-82.6% | $4,438-81.0% | $6,710-87.4% |
| Admin fee / account holder | $259 | $6,408-96.0% | $5,614-95.4% | $11,403-97.7% |