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 | $13,258 | $49,227-73.1% | $70,449-81.2% | $79,858-83.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.34% | 30.06%-11.7pp | 109.03%-90.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,261 | $2,099-39.9% | $2,737-53.9% | $2,471-49.0% |
| Participant deferral / active EE | $1,908 | $2,768-31.1% | $3,709-48.6% | $3,740-49.0% |
| Admin fee / account holder | $40 | $2,878-98.6% | $3,845-99.0% | $5,306-99.2% |