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 | $37,259 | $94,529-60.6% | $140,016-73.4% | $64,186-42.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.87% | 7.77%-11.6pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,599 | $3,812-58.1% | $5,606-71.5% | $2,381-32.9% |
| Participant deferral / active EE | $4,680 | $5,250-10.9% | $6,927-32.4% | $3,470+34.9% |
| Admin fee / account holder | $13 | $6,741-99.8% | $10,705-99.9% | $4,888-99.7% |