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 | $131,803 | $93,346+41.2% | $71,796+83.6% | $273,961-51.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.43% | 130.39%-124.0pp | 78.04%-71.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $500 | $2,733-81.7% | $1,924-74.0% | $4,869-89.7% |
| Participant deferral / active EE | $33,467 | $3,475+863.1% | $2,794+1097.6% | $5,287+533.0% |
| Admin fee / account holder | $82 | $6,571-98.8% | $4,815-98.3% | $10,132-99.2% |