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 | $33,703 | $197,825-83.0% | $155,790-78.4% | $125,391-73.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.06% | 86.74%-85.7pp | 71.54%-70.5pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,019 | $5,630-46.4% | $4,797-37.1% | $5,352-43.6% |
| Admin fee / account holder | $63 | $9,545-99.3% | $7,478-99.2% | $9,540-99.3% |