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 | $106,410 | $211,958-49.8% | $169,463-37.2% | $135,375-21.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.66% | 3.26%-2.6pp | 1.83%-1.2pp | 519.73%-519.1pp |
| Employer contribution / active EE | $19,050 | $5,120+272.1% | $4,159+358.0% | $4,779+298.6% |
| Participant deferral / active EE | $2,000 | $6,075-67.1% | $5,277-62.1% | $5,609-64.3% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |