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 | $17,188 | $77,899-77.9% | $149,673-88.5% | $75,163-77.1% |
| Participation rate | 98.4% | 65.6%+32.8pp | 78.8%+19.6pp | 67.2%+31.2pp |
| Annual return | 18.25% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,291 | $3,137-58.9% | $4,818-73.2% | $2,670-51.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $288 | $5,956-95.2% | $13,210-97.8% | $5,651-94.9% |