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 | $25,511 | $76,552-66.7% | $123,892-79.4% | $62,891-59.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.95% | 18.68%-4.7pp | 47.52%-33.6pp | 20.14%-6.2pp |
| Employer contribution / active EE | $7,177 | $2,883+149.0% | $4,617+55.5% | $2,281+214.7% |
| Participant deferral / active EE | $9,929 | $4,840+105.1% | $5,984+65.9% | $3,203+210.0% |
| Admin fee / account holder | $169 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |