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 | $34,398 | $105,630-67.4% | $87,507-60.7% | $273,961-87.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.04% | 12.25%-6.2pp | 12.21%-6.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,032 | $3,141-67.1% | $2,550-59.5% | $4,869-78.8% |
| Participant deferral / active EE | $3,542 | $3,601-1.6% | $3,149+12.5% | $5,287-33.0% |
| Admin fee / account holder | $219 | $4,781-95.4% | $4,221-94.8% | $10,132-97.8% |