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 | $12,422 | $108,172-88.5% | $77,482-84.0% | $158,922-92.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.75% | 31.67%-17.9pp | 54.79%-41.0pp | 302.83%-289.1pp |
| Employer contribution / active EE | $792 | $1,325-40.2% | $986-19.7% | $4,761-83.4% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3 | $3,708-99.9% | $2,858-99.9% | $11,246-100.0% |