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 | $72,071-90.1% | $68,368-89.5% | $137,256-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.71% | 353.14%-326.4pp | 292.57%-265.9pp | 220.34%-193.6pp |
| Employer contribution / active EE | $501 | $2,788-82.0% | $2,649-81.1% | $4,156-87.9% |
| Participant deferral / active EE | $3,422 | $4,410-22.4% | $4,123-17.0% | $6,407-46.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |