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 | $7,155 | $74,888-90.4% | $71,209-90.0% | $142,382-95.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.71% | 345.14%-318.4pp | 282.51%-255.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $501 | $2,854-82.4% | $2,721-81.6% | $4,299-88.3% |
| Participant deferral / active EE | $3,422 | $4,454-23.2% | $4,175-18.0% | $6,507-47.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |