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 | $30,997 | $56,897-45.5% | $84,750-63.4% | $62,891-50.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.37% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,265 | $2,400+77.7% | $3,574+19.3% | $2,281+87.0% |
| Participant deferral / active EE | $3,068 | $2,709+13.2% | $3,712-17.3% | $3,203-4.2% |
| Admin fee / account holder | $125 | $3,581-96.5% | $5,332-97.7% | $4,296-97.1% |