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 | $57,608 | $211,958-72.8% | $169,463-66.0% | $135,375-57.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.13% | 3.26%-12.4pp | 1.83%-11.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,222 | $5,120-76.1% | $4,159-70.6% | $4,779-74.4% |
| Participant deferral / active EE | $14,104 | $6,075+132.2% | $5,277+167.3% | $5,609+151.5% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |