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 | $42,870 | $88,707-51.7% | $74,183-42.2% | $273,961-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | 11.94%-5.7pp | 17.74%-11.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $866 | $3,159-72.6% | $2,370-63.4% | $4,869-82.2% |
| Participant deferral / active EE | $7,200 | $4,212+71.0% | $3,550+102.8% | $5,287+36.2% |
| Admin fee / account holder | $32 | $8,717-99.6% | $5,586-99.4% | $10,132-99.7% |