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 | $30,903 | $140,578-78.0% | $100,671-69.3% | $125,391-75.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.85% | 24.67%-22.8pp | 20.43%-18.6pp | 282.22%-280.4pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,906 | $3,981-1.9% | $3,144+24.3% | $5,352-27.0% |
| Admin fee / account holder | $6 | $6,716-99.9% | $4,850-99.9% | $9,540-99.9% |