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 | $19,817 | $102,966-80.8% | $90,281-78.0% | $152,861-87.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.16% | 95.16%-82.0pp | 78.10%-64.9pp | 345.32%-332.2pp |
| Employer contribution / active EE | $857 | $3,139-72.7% | $2,854-70.0% | $4,762-82.0% |
| Participant deferral / active EE | $1,566 | $4,281-63.4% | $3,885-59.7% | $5,850-73.2% |
| Admin fee / account holder | $3 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |