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 | $56,354 | $176,377-68.0% | $134,143-58.0% | $158,922-64.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.73% | 63.63%-50.9pp | 36.33%-23.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $759 | $5,040-84.9% | $3,704-79.5% | $4,761-84.1% |
| Participant deferral / active EE | $1,821 | $4,091-55.5% | $3,499-47.9% | $5,982-69.6% |
| Admin fee / account holder | $9 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |