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 | $24,067 | $73,515-67.3% | $62,995-61.8% | $147,584-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.76% | 175.43%-164.7pp | 87.57%-76.8pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,750 | $3,320-47.3% | $2,759-36.6% | $4,876-64.1% |
| Participant deferral / active EE | $1,750 | $4,185-58.2% | $3,329-47.4% | $5,439-67.8% |
| Admin fee / account holder | $47 | $5,953-99.2% | $3,600-98.7% | $10,885-99.6% |