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 | $19,699 | $90,600-78.3% | $79,464-75.2% | $135,375-85.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 11.51% | 977.43%-965.9pp | 718.14%-706.6pp | 519.73%-508.2pp |
| Employer contribution / active EE | $3,788 | $3,068+23.5% | $2,800+35.3% | $4,779-20.7% |
| Participant deferral / active EE | $2,468 | $4,050-39.1% | $3,704-33.4% | $5,609-56.0% |
| Admin fee / account holder | $42 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |