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 | $32,601 | $99,341-67.2% | $84,750-61.5% | $273,961-88.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.09% | 22.93%-16.8pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $7,799 | $4,214+85.1% | $3,574+118.2% | $4,869+60.2% |
| Participant deferral / active EE | $7,341 | $4,269+71.9% | $3,712+97.8% | $5,287+38.8% |
| Admin fee / account holder | $277 | $6,644-95.8% | $5,332-94.8% | $10,132-97.3% |