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 | $18,210 | $105,998-82.8% | $92,233-80.3% | $147,584-87.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.48% | 50.05%-35.6pp | 176.28%-161.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $994 | $4,333-77.1% | $3,679-73.0% | $4,876-79.6% |
| Participant deferral / active EE | $3,141 | $4,478-29.9% | $3,897-19.4% | $5,439-42.2% |
| Admin fee / account holder | $70 | $6,332-98.9% | $5,194-98.7% | $10,885-99.4% |