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 | $32,590 | $127,100-74.4% | $105,738-69.2% | $135,375-75.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 6.82% | 4.49%+2.3pp | 6.27%+0.5pp | 519.73%-512.9pp |
| Employer contribution / active EE | $1,772 | $4,107-56.9% | $3,268-45.8% | $4,779-62.9% |
| Participant deferral / active EE | $5,805 | $5,064+14.6% | $4,080+42.3% | $5,609+3.5% |
| Admin fee / account holder | $69 | $9,087-99.2% | $6,913-99.0% | $10,827-99.4% |