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 | $15,797 | $118,427-86.7% | $66,042-76.1% | $142,382-88.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 20.34% | 35.57%-15.2pp | 52.11%-31.8pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,246 | $2,570-51.5% | $1,579-21.1% | $4,299-71.0% |
| Participant deferral / active EE | $3,456 | $4,311-19.8% | $2,835+21.9% | $6,507-46.9% |
| Admin fee / account holder | $110 | $9,593-98.8% | $5,747-98.1% | $12,624-99.1% |