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 | $18,754 | $85,202-78.0% | $172,739-89.1% | $72,985-74.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.80% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,715 | $3,324-48.4% | $5,143-66.7% | $2,440-29.7% |
| Participant deferral / active EE | $1,782 | $3,260-45.4% | $5,198-65.7% | $3,607-50.6% |
| Admin fee / account holder | $236 | $5,884-96.0% | $13,954-98.3% | $5,124-95.4% |