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 | $40,030 | $110,809-63.9% | $86,874-53.9% | $167,490-76.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.62% | 116.98%-103.4pp | 63.52%-49.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,008 | $3,244-68.9% | $2,495-59.6% | $4,837-79.2% |
| Participant deferral / active EE | $5,274 | $4,546+16.0% | $3,699+42.6% | $6,341-16.8% |
| Admin fee / account holder | $24 | $8,415-99.7% | $5,828-99.6% | $12,309-99.8% |