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 | $46,448 | $69,518-33.2% | $59,878-22.4% | $135,375-65.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.44% | 7.94%+0.5pp | 3.46%+5.0pp | 519.73%-511.3pp |
| Employer contribution / active EE | $7,332 | $3,235+126.7% | $2,722+169.4% | $4,779+53.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44 | $5,734-99.2% | $3,590-98.8% | $10,827-99.6% |