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 | $7,299 | $34,308-78.7% | $74,701-90.2% | $72,985-90.0% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 20.04% | 26.58%-6.5pp | 752.92%-732.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $486 | $692-29.7% | $1,084-55.1% | $2,440-80.1% |
| Participant deferral / active EE | $1,108 | $1,271-12.9% | $1,964-43.6% | $3,607-69.3% |
| Admin fee / account holder | $299 | $2,124-85.9% | $3,333-91.0% | $5,124-94.2% |