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 | $11,031 | $69,518-84.1% | $59,878-81.6% | $135,375-91.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.24% | 7.94%+0.3pp | 3.46%+4.8pp | 519.73%-511.5pp |
| Employer contribution / active EE | $431 | $3,235-86.7% | $2,722-84.2% | $4,779-91.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $266 | $5,734-95.4% | $3,590-92.6% | $10,827-97.5% |