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 | $38,866 | $43,723-11.1% | $121,196-67.9% | $64,186-39.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 0.22% | 68.91%-68.7pp | 16.93%-16.7pp | 7.63%-7.4pp |
| Employer contribution / active EE | $1,365 | $1,296+5.3% | $4,022-66.1% | $2,381-42.7% |
| Participant deferral / active EE | $1,365 | $2,280-40.1% | $3,344-59.2% | $3,470-60.7% |
| Admin fee / account holder | $264 | $3,501-92.5% | $5,019-94.7% | $4,888-94.6% |