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 9-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 | $38,231 | $215,361-82.2% | $171,082-77.7% | $273,961-86.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $22,382 | $4,967+350.6% | $4,002+459.3% | $4,869+359.7% |
| Participant deferral / active EE | $15,666 | $5,543+182.6% | $4,797+226.6% | $5,287+196.3% |
| Admin fee / account holder | $61 | $10,846-99.4% | $8,520-99.3% | $10,132-99.4% |