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 | $68,709 | $92,703-25.9% | $82,719-16.9% | $134,475-48.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2.25% | 944.92%-942.7pp | 701.18%-698.9pp | 417.96%-415.7pp |
| Employer contribution / active EE | $5,590 | $3,274+70.7% | $3,009+85.8% | $4,740+17.9% |
| Participant deferral / active EE | $8,721 | $4,802+81.6% | $4,395+98.4% | $6,400+36.3% |
| Admin fee / account holder | $273 | $5,983-95.4% | $5,329-94.9% | $11,426-97.6% |