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 | $32,114 | $127,386-74.8% | $115,037-72.1% | $125,391-74.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $6,007 | $5,166+16.3% | $4,608+30.4% | $4,866+23.4% |
| Participant deferral / active EE | $12,013 | $6,423+87.0% | $6,026+99.3% | $5,352+124.5% |
| Admin fee / account holder | $100 | $9,516-98.9% | $8,175-98.8% | $9,540-99.0% |