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 8-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 | $30,935 | $45,211-31.6% | $56,429-45.2% | $70,131-55.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 16.02% | 38.45%-22.4pp | 19.04%-3.0pp | 73.14%-57.1pp |
| Employer contribution / active EE | $5,430 | $2,737+98.4% | $3,405+59.5% | $2,342+131.8% |
| Participant deferral / active EE | $4,671 | $2,735+70.8% | $3,951+18.2% | $3,332+40.2% |
| Admin fee / account holder | $285 | $3,027-90.6% | $4,466-93.6% | $4,645-93.9% |