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 | $43,631 | $99,341-56.1% | $84,750-48.5% | $273,961-84.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.51% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,815 | $4,214-33.2% | $3,574-21.2% | $4,869-42.2% |
| Participant deferral / active EE | $7,425 | $4,269+73.9% | $3,712+100.0% | $5,287+40.4% |
| Admin fee / account holder | $131 | $6,644-98.0% | $5,332-97.5% | $10,132-98.7% |