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 | $13,555 | $83,337-83.7% | $67,834-80.0% | $273,961-95.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.78% | 259.45%-251.7pp | 138.47%-130.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,545 | $3,287-53.0% | $2,403-35.7% | $4,869-68.3% |
| Participant deferral / active EE | $1,564 | $4,088-61.8% | $3,160-50.5% | $5,287-70.4% |
| Admin fee / account holder | $129 | $6,752-98.1% | $4,622-97.2% | $10,132-98.7% |