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 | $38,443 | $93,346-58.8% | $71,796-46.5% | $273,961-86.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 16.27% | 130.39%-114.1pp | 78.04%-61.8pp | 41.45%-25.2pp |
| Employer contribution / active EE | $3,890 | $2,733+42.3% | $1,924+102.1% | $4,869-20.1% |
| Participant deferral / active EE | $7,923 | $3,475+128.0% | $2,794+183.5% | $5,287+49.9% |
| Admin fee / account holder | $117 | $6,571-98.2% | $4,815-97.6% | $10,132-98.8% |