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 | $30,249 | $67,331-55.1% | $60,874-50.3% | $134,475-77.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 1.67% | 49.93%-48.3pp | 16.90%-15.2pp | 417.96%-416.3pp |
| Employer contribution / active EE | $2,341 | $3,096-24.4% | $2,701-13.3% | $4,740-50.6% |
| Participant deferral / active EE | $1,854 | $4,538-59.1% | $3,817-51.4% | $6,400-71.0% |
| Admin fee / account holder | $101 | $4,582-97.8% | $3,224-96.9% | $11,426-99.1% |