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 | $49,437 | $90,503-45.4% | $78,689-37.2% | $273,961-82.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.80% | 75.60%-66.8pp | 62.18%-53.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,693 | $3,176-15.2% | $2,851-5.5% | $4,869-44.7% |
| Participant deferral / active EE | $5,870 | $3,901+50.5% | $3,517+66.9% | $5,287+11.0% |
| Admin fee / account holder | $64 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |