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 | $75,927 | $97,044-21.8% | $83,333-8.9% | $135,375-43.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.30% | 12.31%-10.0pp | 10.63%-8.3pp | 519.73%-517.4pp |
| Employer contribution / active EE | $2,060 | $4,143-50.3% | $3,379-39.0% | $4,779-56.9% |
| Participant deferral / active EE | $3,162 | $5,964-47.0% | $5,565-43.2% | $5,609-43.6% |
| Admin fee / account holder | $233 | $8,380-97.2% | $7,510-96.9% | $10,827-97.8% |