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 | $31,888 | $65,703-51.5% | $94,224-66.2% | $59,632-46.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 7.18% | 5.22%+2.0pp | 10.68%-3.5pp | 2041.28%-2034.1pp |
| Employer contribution / active EE | $2,700 | $2,021+33.6% | $3,587-24.7% | $2,203+22.6% |
| Participant deferral / active EE | $6,178 | $3,143+96.6% | $4,320+43.0% | $3,192+93.6% |
| Admin fee / account holder | $270 | $4,264-93.7% | $6,269-95.7% | $4,297-93.7% |