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 | $19,250 | $117,381-83.6% | $99,443-80.6% | $152,861-87.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.25% | 31.87%-9.6pp | 30.72%-8.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,892 | $3,013-37.2% | $2,540-25.5% | $4,762-60.3% |
| Participant deferral / active EE | $2,031 | $4,086-50.3% | $3,619-43.9% | $5,850-65.3% |
| Admin fee / account holder | $12 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |