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 | $32,839 | $54,762-40.0% | $90,281-63.6% | $72,985-55.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.20% | 30.63%-6.4pp | 78.10%-53.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,999 | $2,092-4.5% | $2,854-30.0% | $2,440-18.1% |
| Participant deferral / active EE | $2,250 | $2,887-22.1% | $3,885-42.1% | $3,607-37.6% |
| Admin fee / account holder | $15 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |