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 | $61,322 | $88,707-30.9% | $74,183-17.3% | $273,961-77.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.27% | 11.94%-4.7pp | 17.74%-10.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $6,591 | $3,159+108.6% | $2,370+178.1% | $4,869+35.4% |
| Participant deferral / active EE | $7,461 | $4,212+77.1% | $3,550+110.2% | $5,287+41.1% |
| Admin fee / account holder | $259 | $8,717-97.0% | $5,586-95.4% | $10,132-97.4% |