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 | $49,706 | $88,707-44.0% | $74,183-33.0% | $273,961-81.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.37% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $14,148 | $3,159+347.8% | $2,370+496.9% | $4,869+190.6% |
| Participant deferral / active EE | $6,593 | $4,212+56.5% | $3,550+85.7% | $5,287+24.7% |
| Admin fee / account holder | $206 | $8,717-97.6% | $5,586-96.3% | $10,132-98.0% |