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 | $26,054 | $69,518-62.5% | $59,878-56.5% | $135,375-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.97% | 7.94%0pp | 3.46%+4.5pp | 519.73%-511.8pp |
| Employer contribution / active EE | $3,335 | $3,235+3.1% | $2,722+22.5% | $4,779-30.2% |
| Participant deferral / active EE | $1,745 | $4,206-58.5% | $3,402-48.7% | $5,609-68.9% |
| Admin fee / account holder | $117 | $5,734-98.0% | $3,590-96.7% | $10,827-98.9% |