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 | $33,532 | $153,311-78.1% | $109,313-69.3% | $273,961-87.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.51% | 29.86%-22.3pp | 22.07%-14.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $748 | $5,619-86.7% | $3,892-80.8% | $4,869-84.6% |
| Participant deferral / active EE | $8,114 | $3,932+106.3% | $3,166+156.2% | $5,287+53.5% |
| Admin fee / account holder | $189 | $8,076-97.7% | $5,666-96.7% | $10,132-98.1% |