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 | $38,552 | $92,222-58.2% | $76,768-49.8% | $135,375-71.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.12% | 5.46%-5.3pp | 2.43%-2.3pp | 519.73%-519.6pp |
| Employer contribution / active EE | $6,067 | $3,216+88.6% | $2,485+144.1% | $4,779+27.0% |
| Participant deferral / active EE | $10,135 | $4,509+124.8% | $3,852+163.1% | $5,609+80.7% |
| Admin fee / account holder | $50 | $10,748-99.5% | $6,675-99.3% | $10,827-99.5% |