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 | $35,476 | $101,069-64.9% | $81,478-56.5% | $147,584-76.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $970 | $3,205-69.7% | $2,568-62.2% | $4,876-80.1% |
| Participant deferral / active EE | $3,966 | $4,242-6.5% | $3,537+12.1% | $5,439-27.1% |
| Admin fee / account holder | $77 | $5,812-98.7% | $4,561-98.3% | $10,885-99.3% |