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 | $60,771 | $92,222-34.1% | $76,768-20.8% | $135,375-55.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.36% | 5.46%+3.9pp | 2.43%+6.9pp | 519.73%-510.4pp |
| Employer contribution / active EE | $3,107 | $3,216-3.4% | $2,485+25.0% | $4,779-35.0% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $152 | $10,748-98.6% | $6,675-97.7% | $10,827-98.6% |