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 | $36,568 | $135,952-73.1% | $123,892-70.5% | $273,961-86.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $6,788 | $5,170+31.3% | $4,617+47.0% | $4,869+39.4% |
| Participant deferral / active EE | $12,085 | $6,343+90.5% | $5,984+102.0% | $5,287+128.6% |
| Admin fee / account holder | $199 | $9,817-98.0% | $8,357-97.6% | $10,132-98.0% |