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 | $83,513 | $211,958-60.6% | $169,463-50.7% | $135,375-38.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.74% | 3.26%-2.5pp | 1.83%-1.1pp | 519.73%-519.0pp |
| Employer contribution / active EE | $6,936 | $5,120+35.5% | $4,159+66.8% | $4,779+45.1% |
| Participant deferral / active EE | $12,580 | $6,075+107.1% | $5,277+138.4% | $5,609+124.3% |
| Admin fee / account holder | $50 | $11,471-99.6% | $9,109-99.5% | $10,827-99.5% |