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 | $21,728 | $97,744-77.8% | $103,476-79.0% | $145,922-85.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.19% | 25.41%-13.2pp | 23.90%-11.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,634 | $4,677-43.7% | $4,672-43.6% | $4,660-43.5% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,623-100.0% | $6,688-100.0% |
| Admin fee / account holder | $182 | $12,515-98.5% | $9,413-98.1% | $13,397-98.6% |