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 | $15,557 | $101,069-84.6% | $81,478-80.9% | $147,584-89.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 129.96% | 32.40%+97.6pp | 38.78%+91.2pp | 578.55%-448.6pp |
| Employer contribution / active EE | $861 | $3,205-73.1% | $2,568-66.5% | $4,876-82.3% |
| Participant deferral / active EE | $1,308 | $4,242-69.2% | $3,537-63.0% | $5,439-76.0% |
| Admin fee / account holder | $57 | $5,812-99.0% | $4,561-98.8% | $10,885-99.5% |