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 | $44,133 | $69,518-36.5% | $59,878-26.3% | $135,375-67.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 12.00% | 7.94%+4.1pp | 3.46%+8.5pp | 519.73%-507.7pp |
| Employer contribution / active EE | $5,421 | $3,235+67.6% | $2,722+99.2% | $4,779+13.4% |
| Participant deferral / active EE | $2,009 | $4,206-52.2% | $3,402-40.9% | $5,609-64.2% |
| Admin fee / account holder | $85 | $5,734-98.5% | $3,590-97.6% | $10,827-99.2% |