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 | $41,577 | $99,079-58.0% | $77,999-46.7% | $273,961-84.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.82% | 217.93%-209.1pp | 425.96%-417.1pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,654 | $3,308-50.0% | $2,470-33.0% | $4,869-66.0% |
| Participant deferral / active EE | $3,534 | $4,306-17.9% | $3,497+1.1% | $5,287-33.2% |
| Admin fee / account holder | $269 | $8,954-97.0% | $5,480-95.1% | $10,132-97.3% |