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 | $32,111 | $90,503-64.5% | $78,689-59.2% | $273,961-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.14% | 75.60%-70.5pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,356 | $3,176-25.8% | $2,851-17.3% | $4,869-51.6% |
| Participant deferral / active EE | $5,009 | $3,901+28.4% | $3,517+42.4% | $5,287-5.3% |
| Admin fee / account holder | $120 | $5,263-97.7% | $4,510-97.3% | $10,132-98.8% |