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 | $41,488 | $93,346-55.6% | $71,796-42.2% | $273,961-84.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 16.05% | 130.39%-114.3pp | 78.04%-62.0pp | 41.45%-25.4pp |
| Employer contribution / active EE | $6,427 | $2,733+135.2% | $1,924+234.0% | $4,869+32.0% |
| Participant deferral / active EE | $7,090 | $3,475+104.0% | $2,794+153.7% | $5,287+34.1% |
| Admin fee / account holder | $234 | $6,571-96.4% | $4,815-95.1% | $10,132-97.7% |