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 | $28,189 | $112,096-74.9% | $95,952-70.6% | $158,922-82.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.77% | 171.09%-162.3pp | 91.61%-82.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $829 | $3,198-74.1% | $2,541-67.4% | $4,761-82.6% |
| Participant deferral / active EE | $8,350 | $4,784+74.5% | $4,167+100.4% | $5,982+39.6% |
| Admin fee / account holder | $10 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |