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 | $35,739 | $99,640-64.1% | $86,436-58.7% | $134,475-73.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.55% | 6782.58%-6781.0pp | 4394.89%-4393.3pp | 417.96%-416.4pp |
| Employer contribution / active EE | $2,160 | $4,400-50.9% | $3,769-42.7% | $4,740-54.4% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10 | $8,371-99.9% | $6,731-99.9% | $11,426-99.9% |