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 | $38,293 | $65,685-41.7% | $57,179-33.0% | $273,961-86.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.57% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,133 | $3,279-35.0% | $2,682-20.5% | $4,869-56.2% |
| Participant deferral / active EE | $1,785 | $3,782-52.8% | $3,096-42.4% | $5,287-66.2% |
| Admin fee / account holder | $184 | $4,835-96.2% | $3,139-94.1% | $10,132-98.2% |