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 9-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 | $35,732 | $127,100-71.9% | $105,738-66.2% | $135,375-73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 2.92% | 4.49%-1.6pp | 6.27%-3.4pp | 519.73%-516.8pp |
| Employer contribution / active EE | $4,741 | $4,107+15.4% | $3,268+45.0% | $4,779-0.8% |
| Participant deferral / active EE | $24,500 | $5,064+383.8% | $4,080+500.5% | $5,609+336.8% |
| Admin fee / account holder | $198 | $9,087-97.8% | $6,913-97.1% | $10,827-98.2% |