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 | $58,367 | $140,588-58.5% | $123,104-52.6% | $125,391-53.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.22% | 16.80%-12.6pp | 13.22%-9.0pp | 282.22%-278.0pp |
| Employer contribution / active EE | $4,589 | $6,041-24.0% | $5,151-10.9% | $4,866-5.7% |
| Participant deferral / active EE | $3,775 | $6,980-45.9% | $6,230-39.4% | $5,352-29.5% |
| Admin fee / account holder | $191 | $11,198-98.3% | $9,015-97.9% | $9,540-98.0% |