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 | $29,035 | $78,694-63.1% | $67,652-57.1% | $125,391-76.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.50% | 9.46%-9.0pp | 6625.04%-6624.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $7,786 | $3,044+155.8% | $2,266+243.7% | $4,866+60.0% |
| Participant deferral / active EE | $4,616 | $4,292+7.5% | $3,560+29.7% | $5,352-13.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |