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 | $30,720 | $93,346-67.1% | $71,796-57.2% | $273,961-88.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.75% | 130.39%-123.6pp | 78.04%-71.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,838 | $2,733+40.4% | $1,924+99.4% | $4,869-21.2% |
| Participant deferral / active EE | $780 | $3,475-77.6% | $2,794-72.1% | $5,287-85.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |