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 | $35,796 | $93,346-61.7% | $71,796-50.1% | $273,961-86.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.17% | 130.39%-122.2pp | 78.04%-69.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,905 | $2,733+6.3% | $1,924+51.0% | $4,869-40.3% |
| Participant deferral / active EE | $8,250 | $3,475+137.4% | $2,794+195.2% | $5,287+56.0% |
| Admin fee / account holder | $38 | $6,571-99.4% | $4,815-99.2% | $10,132-99.6% |