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 | $28,234 | $67,606-58.2% | $82,313-65.7% | $70,131-59.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.44% | 21.57%-2.1pp | 25.88%-6.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $4,681 | $1,755+166.8% | $2,428+92.8% | $2,342+99.8% |
| Participant deferral / active EE | $3,342 | $2,987+11.9% | $3,706-9.8% | $3,332+0.3% |
| Admin fee / account holder | $49 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |