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 | $69,429 | $96,956-28.4% | $70,014-0.8% | $273,961-74.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.70% | 12.93%-4.2pp | 12.99%-4.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,450 | $3,316-56.3% | $2,338-38.0% | $4,869-70.2% |
| Participant deferral / active EE | $5,464 | $3,744+45.9% | $2,931+86.4% | $5,287+3.3% |
| Admin fee / account holder | $28 | $7,934-99.6% | $4,380-99.4% | $10,132-99.7% |