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 | $29,663 | $82,630-64.1% | $64,105-53.7% | $125,391-76.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 5.12% | 1489.72%-1484.6pp | 791.24%-786.1pp | 282.22%-277.1pp |
| Employer contribution / active EE | $1,914 | $2,671-28.4% | $1,820+5.2% | $4,866-60.7% |
| Participant deferral / active EE | $7,475 | $3,608+107.2% | $2,822+164.9% | $5,352+39.7% |
| Admin fee / account holder | $28 | $6,382-99.6% | $4,499-99.4% | $9,540-99.7% |