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 | $17,996 | $76,000-76.3% | $154,107-88.3% | $64,186-72.0% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | 7.06% | 30.32%-23.3pp | 735.12%-728.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $3,284 | $3,351-2.0% | $5,298-38.0% | $2,381+37.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $108 | $5,596-98.1% | $13,411-99.2% | $4,888-97.8% |