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 | $31,033 | $99,341-68.8% | $84,750-63.4% | $273,961-88.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.43% | 22.93%-15.5pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $8,278 | $4,214+96.5% | $3,574+131.6% | $4,869+70.0% |
| Participant deferral / active EE | $13,907 | $4,269+225.7% | $3,712+274.7% | $5,287+163.0% |
| Admin fee / account holder | $12 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |