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 | $96,671 | $82,630+17.0% | $64,105+50.8% | $125,391-22.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | 0.75% | 1489.72%-1489.0pp | 791.24%-790.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,440 | $2,671-46.1% | $1,820-20.9% | $4,866-70.4% |
| Participant deferral / active EE | $3,269 | $3,608-9.4% | $2,822+15.9% | $5,352-38.9% |
| Admin fee / account holder | $23 | $6,382-99.6% | $4,499-99.5% | $9,540-99.8% |