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 | $27,141 | $52,681-48.5% | $75,781-64.2% | $59,632-54.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 1.09% | 2.95%-1.9pp | 9.68%-8.6pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $7,970 | $2,193+263.4% | $3,323+139.8% | $2,203+261.8% |
| Participant deferral / active EE | $3,676 | $2,591+41.9% | $3,651+0.7% | $3,192+15.2% |
| Admin fee / account holder | $13 | $3,610-99.6% | $5,299-99.8% | $4,297-99.7% |