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 | $17,114 | $99,020-82.7% | $86,590-80.2% | $147,584-88.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.11% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $610 | $3,132-80.5% | $2,839-78.5% | $4,876-87.5% |
| Participant deferral / active EE | $1,825 | $3,972-54.1% | $3,609-49.4% | $5,439-66.4% |
| Admin fee / account holder | $254 | $5,710-95.6% | $4,906-94.8% | $10,885-97.7% |