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 | $30,077 | $96,557-68.9% | $80,975-62.9% | $273,961-89.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 12.34% | 15.14%-2.8pp | 17.10%-4.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $24,344 | $4,868+400.1% | $3,714+555.4% | $4,869+400.0% |
| Participant deferral / active EE | $8,659 | $6,598+31.2% | $5,696+52.0% | $5,287+63.8% |
| Admin fee / account holder | $283 | $7,492-96.2% | $5,516-94.9% | $10,132-97.2% |