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 | $55,778 | $99,341-43.9% | $84,750-34.2% | $273,961-79.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.21% | 22.93%-15.7pp | 22.78%-15.6pp | 41.45%-34.2pp |
| Employer contribution / active EE | $23,655 | $4,214+461.4% | $3,574+561.8% | $4,869+385.9% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $112 | $6,644-98.3% | $5,332-97.9% | $10,132-98.9% |