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 | $11,375 | $81,248-86.0% | $155,509-92.7% | $80,856-85.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 28.10% | 33.31%-5.2pp | 64.67%-36.6pp | 35.59%-7.5pp |
| Employer contribution / active EE | $660 | $3,100-78.7% | $4,672-85.9% | $2,755-76.0% |
| Participant deferral / active EE | $1,241 | $3,452-64.0% | $5,626-77.9% | $4,296-71.1% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |