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 | $31,413 | $99,079-68.3% | $77,999-59.7% | $273,961-88.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.83% | 217.93%-215.1pp | 425.96%-423.1pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,670 | $3,308-49.5% | $2,470-32.4% | $4,869-65.7% |
| Participant deferral / active EE | $5,208 | $4,306+20.9% | $3,497+48.9% | $5,287-1.5% |
| Admin fee / account holder | $53 | $8,954-99.4% | $5,480-99.0% | $10,132-99.5% |