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 | $43,593 | $69,518-37.3% | $59,878-27.2% | $135,375-67.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 4.46% | 7.94%-3.5pp | 3.46%+1.0pp | 519.73%-515.3pp |
| Employer contribution / active EE | $3,914 | $3,235+21.0% | $2,722+43.8% | $4,779-18.1% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $35 | $5,734-99.4% | $3,590-99.0% | $10,827-99.7% |