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 | $57,472 | $93,346-38.4% | $71,796-20.0% | $273,961-79.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.47% | 130.39%-117.9pp | 78.04%-65.6pp | 41.45%-29.0pp |
| Employer contribution / active EE | $7,709 | $2,733+182.0% | $1,924+300.6% | $4,869+58.3% |
| Participant deferral / active EE | $5,470 | $3,475+57.4% | $2,794+95.7% | $5,287+3.4% |
| Admin fee / account holder | $9 | $6,571-99.9% | $4,815-99.8% | $10,132-99.9% |