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 | $57,128 | $99,341-42.5% | $84,750-32.6% | $273,961-79.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.09% | 22.93%-19.8pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,386 | $4,214-43.4% | $3,574-33.2% | $4,869-51.0% |
| Participant deferral / active EE | $5,979 | $4,269+40.1% | $3,712+61.1% | $5,287+13.1% |
| Admin fee / account holder | $13 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |