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 | $22,477 | $99,079-77.3% | $77,999-71.2% | $273,961-91.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 18.27% | 217.93%-199.7pp | 425.96%-407.7pp | 41.45%-23.2pp |
| Employer contribution / active EE | $2,458 | $3,308-25.7% | $2,470-0.5% | $4,869-49.5% |
| Participant deferral / active EE | $5,499 | $4,306+27.7% | $3,497+57.3% | $5,287+4.0% |
| Admin fee / account holder | $33 | $8,954-99.6% | $5,480-99.4% | $10,132-99.7% |