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 | $32,298 | $197,825-83.7% | $155,790-79.3% | $125,391-74.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.90% | 86.74%-87.6pp | 71.54%-72.4pp | 282.22%-283.1pp |
| Employer contribution / active EE | $15,051 | $4,847+210.5% | $3,836+292.3% | $4,866+209.3% |
| Participant deferral / active EE | $1,500 | $5,630-73.4% | $4,797-68.7% | $5,352-72.0% |
| Admin fee / account holder | $10 | $9,545-99.9% | $7,478-99.9% | $9,540-99.9% |