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 | $52,112 | $132,239-60.6% | $105,722-50.7% | $273,961-81.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.33% | 10.07%-2.7pp | 12.25%-4.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $11,116 | $4,867+128.4% | $4,079+172.5% | $4,869+128.3% |
| Participant deferral / active EE | $9,377 | $6,233+50.4% | $5,326+76.1% | $5,287+77.4% |
| Admin fee / account holder | $66 | $12,032-99.5% | $8,308-99.2% | $10,132-99.3% |