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 | $11,708 | $108,642-89.2% | $74,701-84.3% | $152,861-92.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 2.42% | 114.06%-111.6pp | 752.92%-750.5pp | 345.32%-342.9pp |
| Employer contribution / active EE | $1,103 | $1,503-26.6% | $1,084+1.8% | $4,762-76.8% |
| Participant deferral / active EE | $2,714 | $2,712+0.1% | $1,964+38.2% | $5,850-53.6% |
| Admin fee / account holder | $62 | $4,902-98.7% | $3,333-98.1% | $11,596-99.5% |