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 | $58,057 | $99,341-41.6% | $84,750-31.5% | $273,961-78.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.54% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,799 | $4,214-33.6% | $3,574-21.7% | $4,869-42.5% |
| Participant deferral / active EE | $6,114 | $4,269+43.2% | $3,712+64.7% | $5,287+15.6% |
| Admin fee / account holder | $5 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |