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 | $30,966 | $97,757-68.3% | $83,848-63.1% | $135,375-77.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.94% | 1287.37%-1286.4pp | 850.88%-849.9pp | 519.73%-518.8pp |
| Employer contribution / active EE | $1,365 | $4,222-67.7% | $3,631-62.4% | $4,779-71.4% |
| Participant deferral / active EE | $1,300 | $4,682-72.2% | $4,082-68.1% | $5,609-76.8% |
| Admin fee / account holder | $287 | $6,674-95.7% | $5,478-94.8% | $10,827-97.3% |