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 | $30,872 | $83,477-63.0% | $125,175-75.3% | $72,985-57.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.55% | 25.78%-3.2pp | 43.79%-21.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,732 | $2,345+59.2% | $3,865-3.4% | $2,440+53.0% |
| Participant deferral / active EE | $3,110 | $3,585-13.3% | $4,937-37.0% | $3,607-13.8% |
| Admin fee / account holder | $169 | $5,517-96.9% | $9,702-98.3% | $5,124-96.7% |