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 | $58,165 | $99,079-41.3% | $77,999-25.4% | $273,961-78.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.40% | 217.93%-211.5pp | 425.96%-419.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,440 | $3,308-26.2% | $2,470-1.2% | $4,869-49.9% |
| Participant deferral / active EE | $9,253 | $4,306+114.9% | $3,497+164.6% | $5,287+75.0% |
| Admin fee / account holder | $286 | $8,954-96.8% | $5,480-94.8% | $10,132-97.2% |