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 | $32,008 | $93,346-65.7% | $71,796-55.4% | $273,961-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.98% | 130.39%-126.4pp | 78.04%-74.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $11,477 | $2,733+319.9% | $1,924+496.4% | $4,869+135.7% |
| Participant deferral / active EE | $8,045 | $3,475+131.5% | $2,794+187.9% | $5,287+52.2% |
| Admin fee / account holder | $42 | $6,571-99.4% | $4,815-99.1% | $10,132-99.6% |