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 | $65,072 | $105,630-38.4% | $87,507-25.6% | $273,961-76.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 1.29% | 12.25%-11.0pp | 12.21%-10.9pp | 41.45%-40.2pp |
| Employer contribution / active EE | $1,929 | $3,141-38.6% | $2,550-24.4% | $4,869-60.4% |
| Participant deferral / active EE | $8,000 | $3,601+122.2% | $3,149+154.1% | $5,287+51.3% |
| Admin fee / account holder | $10 | $4,781-99.8% | $4,221-99.8% | $10,132-99.9% |