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 | $28,739 | $99,079-71.0% | $77,999-63.2% | $273,961-89.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.43% | 217.93%-215.5pp | 425.96%-423.5pp | 41.45%-39.0pp |
| Employer contribution / active EE | $10,914 | $3,308+230.0% | $2,470+341.8% | $4,869+124.2% |
| Participant deferral / active EE | $9,996 | $4,306+132.1% | $3,497+185.9% | $5,287+89.1% |
| Admin fee / account holder | $21 | $8,954-99.8% | $5,480-99.6% | $10,132-99.8% |