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 | $69,925 | $105,630-33.8% | $87,507-20.1% | $273,961-74.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.66% | 12.25%-3.6pp | 12.21%-3.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,097 | $3,141-33.2% | $2,550-17.8% | $4,869-56.9% |
| Participant deferral / active EE | $1,250 | $3,601-65.3% | $3,149-60.3% | $5,287-76.4% |
| Admin fee / account holder | $50 | $4,781-99.0% | $4,221-98.8% | $10,132-99.5% |