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 | $38,459 | $95,971-59.9% | $74,550-48.4% | $135,375-71.6% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $419 | $2,716-84.6% | $1,961-78.7% | $4,779-91.2% |
| Participant deferral / active EE | $1,680 | $3,843-56.3% | $3,108-45.9% | $5,609-70.0% |
| Admin fee / account holder | $24 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |