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 5-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 | $24,861 | $92,222-73.0% | $76,768-67.6% | $135,375-81.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.88% | 5.46%-4.6pp | 2.43%-1.5pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,691 | $3,216-47.4% | $2,485-31.9% | $4,779-64.6% |
| Participant deferral / active EE | $2,383 | $4,509-47.1% | $3,852-38.1% | $5,609-57.5% |
| Admin fee / account holder | $50 | $10,748-99.5% | $6,675-99.3% | $10,827-99.5% |