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 | $33,092 | $87,540-62.2% | $75,781-56.3% | $125,391-73.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 5.13% | 13.48%-8.4pp | 9.68%-4.5pp | 282.22%-277.1pp |
| Employer contribution / active EE | $2,994 | $3,930-23.8% | $3,323-9.9% | $4,866-38.5% |
| Participant deferral / active EE | $9,062 | $4,229+114.3% | $3,651+148.2% | $5,352+69.3% |
| Admin fee / account holder | $94 | $6,502-98.5% | $5,299-98.2% | $9,540-99.0% |