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 9-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 | $40,213 | $92,222-56.4% | $76,768-47.6% | $135,375-70.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.76% | 5.46%+1.3pp | 2.43%+4.3pp | 519.73%-513.0pp |
| Employer contribution / active EE | $13,003 | $3,216+304.3% | $2,485+423.2% | $4,779+172.1% |
| Participant deferral / active EE | $7,319 | $4,509+62.3% | $3,852+90.0% | $5,609+30.5% |
| Admin fee / account holder | $17 | $10,748-99.8% | $6,675-99.8% | $10,827-99.8% |