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 | $22,119 | $82,630-73.2% | $64,105-65.5% | $125,391-82.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.30% | 1489.72%-1489.4pp | 791.24%-790.9pp | 282.22%-281.9pp |
| Employer contribution / active EE | $16,584 | $2,671+520.8% | $1,820+811.2% | $4,866+240.8% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $43 | $6,382-99.3% | $4,499-99.0% | $9,540-99.5% |