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 | $33,764 | $87,540-61.4% | $75,781-55.4% | $125,391-73.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.22% | 13.48%-12.3pp | 9.68%-8.5pp | 282.22%-281.0pp |
| Employer contribution / active EE | $2,671 | $3,930-32.0% | $3,323-19.6% | $4,866-45.1% |
| Participant deferral / active EE | $8,514 | $4,229+101.3% | $3,651+133.2% | $5,352+59.1% |
| Admin fee / account holder | $30 | $6,502-99.5% | $5,299-99.4% | $9,540-99.7% |