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 | $59,224 | $64,307-7.9% | $57,343+3.3% | $125,391-52.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.04% | 25.12%-24.1pp | 24.39%-23.4pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,749 | $3,193-45.2% | $2,689-34.9% | $4,866-64.1% |
| Participant deferral / active EE | $3,640 | $3,848-5.4% | $3,162+15.1% | $5,352-32.0% |
| Admin fee / account holder | $36 | $5,242-99.3% | $3,356-98.9% | $9,540-99.6% |