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 | $50,799 | $90,503-43.9% | $78,689-35.4% | $273,961-81.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.87% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,480 | $3,176+9.6% | $2,851+22.1% | $4,869-28.5% |
| Participant deferral / active EE | $5,942 | $3,901+52.3% | $3,517+69.0% | $5,287+12.4% |
| Admin fee / account holder | $274 | $5,263-94.8% | $4,510-93.9% | $10,132-97.3% |