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 | $24,009 | $99,020-75.8% | $86,590-72.3% | $147,584-83.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.03% | 1312.34%-1303.3pp | 964.84%-955.8pp | 578.55%-569.5pp |
| Employer contribution / active EE | $719 | $3,132-77.1% | $2,839-74.7% | $4,876-85.3% |
| Participant deferral / active EE | $6,998 | $3,972+76.2% | $3,609+93.9% | $5,439+28.7% |
| Admin fee / account holder | $6 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |