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 | $17,019 | $94,752-82.0% | $112,887-84.9% | $139,434-87.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.70% | 40.88%-25.2pp | 34.10%-18.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,528 | $4,625-45.3% | $4,563-44.6% | $4,751-46.8% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,710-100.0% |
| Admin fee / account holder | $124 | $8,527-98.5% | $7,047-98.2% | $11,403-98.9% |