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 | $32,986 | $99,341-66.8% | $84,750-61.1% | $273,961-88.0% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 13.96% | 22.93%-9.0pp | 22.78%-8.8pp | 41.45%-27.5pp |
| Employer contribution / active EE | $6,277 | $4,214+49.0% | $3,574+75.6% | $4,869+28.9% |
| Participant deferral / active EE | $7,384 | $4,269+73.0% | $3,712+98.9% | $5,287+39.7% |
| Admin fee / account holder | $5 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |