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 | $41,476 | $88,707-53.2% | $74,183-44.1% | $273,961-84.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.13% | 11.94%-3.8pp | 17.74%-9.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $896 | $3,159-71.6% | $2,370-62.2% | $4,869-81.6% |
| Participant deferral / active EE | $1,924 | $4,212-54.3% | $3,550-45.8% | $5,287-63.6% |
| Admin fee / account holder | $53 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |