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 | $34,050 | $86,699-60.7% | $73,307-53.6% | $125,391-72.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.82% | 2.78%-2.0pp | 5.67%-4.9pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,255 | $4,152-45.7% | $3,237-30.3% | $4,866-53.7% |
| Participant deferral / active EE | $9,636 | $5,550+73.6% | $4,991+93.1% | $5,352+80.1% |
| Admin fee / account holder | $46 | $7,771-99.4% | $5,637-99.2% | $9,540-99.5% |