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 | $11,215 | $39,122-71.3% | $57,179-80.4% | $62,891-82.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.42% | 9.23%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,056 | $1,874-43.7% | $2,682-60.6% | $2,281-53.7% |
| Participant deferral / active EE | $1,207 | $2,374-49.2% | $3,096-61.0% | $3,203-62.3% |
| Admin fee / account holder | $263 | $2,592-89.9% | $3,139-91.6% | $4,296-93.9% |