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 | $73,706 | $99,079-25.6% | $77,999-5.5% | $273,961-73.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.52% | 217.93%-215.4pp | 425.96%-423.4pp | 41.45%-38.9pp |
| Employer contribution / active EE | $3,944 | $3,308+19.2% | $2,470+59.7% | $4,869-19.0% |
| Participant deferral / active EE | $7,293 | $4,306+69.3% | $3,497+108.5% | $5,287+37.9% |
| Admin fee / account holder | $25 | $8,954-99.7% | $5,480-99.5% | $10,132-99.8% |