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 | $35,394 | $99,079-64.3% | $77,999-54.6% | $273,961-87.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.22% | 217.93%-212.7pp | 425.96%-420.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,704 | $3,308+12.0% | $2,470+49.9% | $4,869-23.9% |
| Participant deferral / active EE | $12,028 | $4,306+179.3% | $3,497+244.0% | $5,287+127.5% |
| Admin fee / account holder | $13 | $8,954-99.9% | $5,480-99.8% | $10,132-99.9% |