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 3-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 | $27,333 | $106,515-74.3% | $96,683-71.7% | $139,434-80.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,310 | $4,103-68.1% | $3,737-64.9% | $4,751-72.4% |
| Participant deferral / active EE | $2,061 | $5,454-62.2% | $4,878-57.8% | $6,710-69.3% |
| Admin fee / account holder | $120 | $7,877-98.5% | $6,730-98.2% | $11,403-99.0% |