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 | $31,550 | $63,764-50.5% | $81,930-61.5% | $79,858-60.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.84% | 22.66%-8.8pp | 29.49%-15.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,526 | $1,795+207.8% | $4,310+28.2% | $2,471+123.7% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $161 | $4,426-96.4% | $5,158-96.9% | $5,306-97.0% |