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 5-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 | $16,950 | $67,823-75.0% | $52,425-67.7% | $137,256-87.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.82% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $433 | $1,163-62.7% | $914-52.6% | $4,156-89.6% |
| Participant deferral / active EE | $729 | $2,288-68.1% | $1,790-59.3% | $6,407-88.6% |
| Admin fee / account holder | $89 | $2,844-96.9% | $2,495-96.5% | $12,270-99.3% |