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 | $8,128 | $156,846-94.8% | $121,098-93.3% | $139,434-94.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.88% | 1474.56%-1463.7pp | 985.75%-974.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,070 | $5,536-80.7% | $4,164-74.3% | $4,751-77.5% |
| Participant deferral / active EE | $1,409 | $4,844-70.9% | $4,080-65.5% | $6,710-79.0% |
| Admin fee / account holder | $82 | $6,946-98.8% | $5,644-98.5% | $11,403-99.3% |