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 | $16,720 | $114,237-85.4% | $119,258-86.0% | $167,490-90.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.23% | 29.87%-13.6pp | 30.69%-14.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,147 | $4,481-52.1% | $4,384-51.0% | $4,837-55.6% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,341-100.0% |
| Admin fee / account holder | $132 | $8,932-98.5% | $7,226-98.2% | $12,309-98.9% |