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 | $29,028 | $180,449-83.9% | $154,107-81.2% | $135,375-78.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.56% | 888.09%-889.7pp | 735.12%-736.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $6,003 | $6,035-0.5% | $5,298+13.3% | $4,779+25.6% |
| Participant deferral / active EE | $3,818 | $5,806-34.2% | $5,081-24.9% | $5,609-31.9% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |