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 | $17,558 | $48,076-63.5% | $78,689-77.7% | $62,891-72.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.47% | 31.35%-19.9pp | 62.18%-50.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $7,889 | $2,015+291.6% | $2,851+176.7% | $2,281+245.9% |
| Participant deferral / active EE | $1,233 | $2,588-52.4% | $3,517-64.9% | $3,203-61.5% |
| Admin fee / account holder | $236 | $3,207-92.6% | $4,510-94.8% | $4,296-94.5% |