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 | $26,527 | $99,020-73.2% | $86,590-69.4% | $147,584-82.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.20% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $585 | $3,132-81.3% | $2,839-79.4% | $4,876-88.0% |
| Participant deferral / active EE | $2,341 | $3,972-41.1% | $3,609-35.1% | $5,439-57.0% |
| Admin fee / account holder | $236 | $5,710-95.9% | $4,906-95.2% | $10,885-97.8% |