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 | $45,016 | $77,634-42.0% | $156,549-71.2% | $62,891-28.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.55% | 50.32%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $948 | $3,444-72.5% | $5,501-82.8% | $2,281-58.4% |
| Participant deferral / active EE | $2,405 | $3,045-21.0% | $4,871-50.6% | $3,203-24.9% |
| Admin fee / account holder | $184 | $5,561-96.7% | $13,027-98.6% | $4,296-95.7% |