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 | $10,957 | $123,909-91.2% | $69,647-84.3% | $145,922-92.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 14.40% | 190.55%-176.1pp | 100.48%-86.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,054 | $2,682-60.7% | $1,712-38.5% | $4,660-77.4% |
| Participant deferral / active EE | $3,024 | $4,236-28.6% | $2,886+4.8% | $6,688-54.8% |
| Admin fee / account holder | $88 | $7,863-98.9% | $4,713-98.1% | $13,397-99.3% |