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 | $34,524 | $93,346-63.0% | $71,796-51.9% | $273,961-87.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.03% | 130.39%-122.4pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,903 | $2,733-30.4% | $1,924-1.1% | $4,869-60.9% |
| Participant deferral / active EE | $7,431 | $3,475+113.8% | $2,794+165.9% | $5,287+40.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |