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 | $42,118 | $115,882-63.7% | $100,516-58.1% | $158,922-73.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,623 | $4,103-60.5% | $3,418-52.5% | $4,761-65.9% |
| Participant deferral / active EE | $2,730 | $6,674-59.1% | $6,270-56.5% | $5,982-54.4% |
| Admin fee / account holder | $105 | $10,995-99.0% | $8,081-98.7% | $11,246-99.1% |