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 | $33,022 | $96,956-65.9% | $70,014-52.8% | $273,961-87.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.00% | 12.93%-8.9pp | 12.99%-9.0pp | 41.45%-37.5pp |
| Employer contribution / active EE | $9,302 | $3,316+180.5% | $2,338+297.8% | $4,869+91.1% |
| Participant deferral / active EE | $6,076 | $3,744+62.3% | $2,931+107.3% | $5,287+14.9% |
| Admin fee / account holder | $144 | $7,934-98.2% | $4,380-96.7% | $10,132-98.6% |