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 | $49,883 | $103,949-52.0% | $69,182-27.9% | $273,961-81.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.60% | 35.28%-24.7pp | -21.93%+32.5pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,320 | $1,783-26.0% | $1,206+9.4% | $4,869-72.9% |
| Participant deferral / active EE | $3,184 | $2,716+17.2% | $1,897+67.9% | $5,287-39.8% |
| Admin fee / account holder | $14 | $3,671-99.6% | $2,697-99.5% | $10,132-99.9% |