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 | $16,925 | $76,000-77.7% | $154,107-89.0% | $64,186-73.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.40% | 30.32%-26.9pp | 735.12%-731.7pp | 7.63%-4.2pp |
| Employer contribution / active EE | $3,150 | $3,351-6.0% | $5,298-40.5% | $2,381+32.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3 | $5,596-100.0% | $13,411-100.0% | $4,888-99.9% |