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 5-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 | $29,016 | $167,307-82.7% | $143,757-79.8% | $134,475-78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.08% | 0.46%-0.4pp | -0.04%+0.1pp | 417.96%-417.9pp |
| Employer contribution / active EE | $6,000 | $5,619+6.8% | $4,951+21.2% | $4,740+26.6% |
| Participant deferral / active EE | $9,730 | $6,446+51.0% | $5,637+72.6% | $6,400+52.0% |
| Admin fee / account holder | $29 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |