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 | $36,784 | $77,899-52.8% | $149,673-75.4% | $75,163-51.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.46% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $551 | $3,137-82.4% | $4,818-88.6% | $2,670-79.4% |
| Participant deferral / active EE | $1,767 | $3,411-48.2% | $5,680-68.9% | $4,125-57.2% |
| Admin fee / account holder | $178 | $5,956-97.0% | $13,210-98.7% | $5,651-96.9% |