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 | $29,823 | $40,256-25.9% | $57,343-48.0% | $59,632-50.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.79% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $5,587 | $1,922+190.7% | $2,689+107.8% | $2,203+153.7% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $221 | $2,818-92.1% | $3,356-93.4% | $4,297-94.9% |