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 | $19,442 | $105,998-81.7% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.84% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $793 | $4,333-81.7% | $3,679-78.4% | $4,876-83.7% |
| Participant deferral / active EE | $1,983 | $4,478-55.7% | $3,897-49.1% | $5,439-63.5% |
| Admin fee / account holder | $81 | $6,332-98.7% | $5,194-98.4% | $10,885-99.3% |