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 | $43,722 | $54,762-20.2% | $90,281-51.6% | $72,985-40.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.63% | 30.63%-6.0pp | 78.10%-53.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,163 | $2,092+51.2% | $2,854+10.8% | $2,440+29.6% |
| Participant deferral / active EE | $6,100 | $2,887+111.3% | $3,885+57.0% | $3,607+69.1% |
| Admin fee / account holder | $5 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |