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 | $55,539 | $99,341-44.1% | $84,750-34.5% | $273,961-79.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.31% | 22.93%-11.6pp | 22.78%-11.5pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,827 | $4,214-56.6% | $3,574-48.9% | $4,869-62.5% |
| Participant deferral / active EE | $9,559 | $4,269+123.9% | $3,712+157.5% | $5,287+80.8% |
| Admin fee / account holder | $8 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |