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 | $33,178 | $88,707-62.6% | $74,183-55.3% | $273,961-87.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.61% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,425 | $3,159-54.9% | $2,370-39.9% | $4,869-70.7% |
| Participant deferral / active EE | $3,804 | $4,212-9.7% | $3,550+7.2% | $5,287-28.1% |
| Admin fee / account holder | $69 | $8,717-99.2% | $5,586-98.8% | $10,132-99.3% |