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 | $48,449 | $140,578-65.5% | $100,671-51.9% | $125,391-61.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.50% | 24.67%-24.2pp | 20.43%-19.9pp | 282.22%-281.7pp |
| Employer contribution / active EE | $315 | $5,965-94.7% | $4,012-92.2% | $4,866-93.5% |
| Participant deferral / active EE | $2,602 | $3,981-34.6% | $3,144-17.2% | $5,352-51.4% |
| Admin fee / account holder | $20 | $6,716-99.7% | $4,850-99.6% | $9,540-99.8% |