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 | $34,405 | $113,935-69.8% | $94,224-63.5% | $125,391-72.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 4.24% | 5.29%-1.0pp | 10.68%-6.4pp | 282.22%-278.0pp |
| Employer contribution / active EE | $7,096 | $4,727+50.1% | $3,587+97.9% | $4,866+45.8% |
| Participant deferral / active EE | $4,000 | $5,179-22.8% | $4,320-7.4% | $5,352-25.3% |
| Admin fee / account holder | $261 | $8,391-96.9% | $6,269-95.8% | $9,540-97.3% |