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 | $35,928 | $45,035-20.2% | $62,995-43.0% | $70,131-48.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.06% | 18.76%+1.3pp | 87.57%-67.5pp | 73.14%-53.1pp |
| Employer contribution / active EE | $4,240 | $2,051+106.7% | $2,759+53.7% | $2,342+81.0% |
| Participant deferral / active EE | $2,120 | $2,465-14.0% | $3,329-36.3% | $3,332-36.4% |
| Admin fee / account holder | $112 | $2,834-96.0% | $3,600-96.9% | $4,645-97.6% |