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 | $13,385 | $101,069-86.8% | $81,478-83.6% | $147,584-90.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 27.57% | 32.40%-4.8pp | 38.78%-11.2pp | 578.55%-551.0pp |
| Employer contribution / active EE | $2,625 | $3,205-18.1% | $2,568+2.2% | $4,876-46.2% |
| Participant deferral / active EE | $6,577 | $4,242+55.1% | $3,537+86.0% | $5,439+20.9% |
| Admin fee / account holder | $197 | $5,812-96.6% | $4,561-95.7% | $10,885-98.2% |