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 | $26,778 | $56,897-52.9% | $84,750-68.4% | $62,891-57.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.66% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $7,245 | $2,400+201.9% | $3,574+102.7% | $2,281+217.6% |
| Participant deferral / active EE | $2,602 | $2,709-3.9% | $3,712-29.9% | $3,203-18.8% |
| Admin fee / account holder | $149 | $3,581-95.8% | $5,332-97.2% | $4,296-96.5% |