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 | $30,100 | $99,341-69.7% | $84,750-64.5% | $273,961-89.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.44% | 22.93%-17.5pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $8,000 | $4,214+89.9% | $3,574+123.8% | $4,869+64.3% |
| Participant deferral / active EE | $2,345 | $4,269-45.1% | $3,712-36.8% | $5,287-55.6% |
| Admin fee / account holder | $171 | $6,644-97.4% | $5,332-96.8% | $10,132-98.3% |