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 | $31,130 | $153,311-79.7% | $109,313-71.5% | $273,961-88.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.12% | 29.86%-22.7pp | 22.07%-14.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $906 | $5,619-83.9% | $3,892-76.7% | $4,869-81.4% |
| Participant deferral / active EE | $2,724 | $3,932-30.7% | $3,166-14.0% | $5,287-48.5% |
| Admin fee / account holder | $23 | $8,076-99.7% | $5,666-99.6% | $10,132-99.8% |