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 | $7,792 | $35,183-77.9% | $73,545-89.4% | $70,131-88.9% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 26.03% | 26.90%-0.9pp | -15.16%+41.2pp | 73.14%-47.1pp |
| Employer contribution / active EE | $893 | $709+26.0% | $1,219-26.8% | $2,342-61.9% |
| Participant deferral / active EE | $2,970 | $1,220+143.4% | $1,806+64.4% | $3,332-10.9% |
| Admin fee / account holder | $167 | $2,302-92.7% | $2,320-92.8% | $4,645-96.4% |