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 | $33,029 | $99,341-66.8% | $84,750-61.0% | $273,961-87.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.42% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.0pp |
| Employer contribution / active EE | $7,155 | $4,214+69.8% | $3,574+100.2% | $4,869+47.0% |
| Participant deferral / active EE | $6,341 | $4,269+48.5% | $3,712+70.8% | $5,287+19.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |