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 | $44,268 | $105,630-58.1% | $87,507-49.4% | $273,961-83.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.10% | 12.25%-10.1pp | 12.21%-10.1pp | 41.45%-39.3pp |
| Employer contribution / active EE | $2,083 | $3,141-33.7% | $2,550-18.3% | $4,869-57.2% |
| Participant deferral / active EE | $4,892 | $3,601+35.8% | $3,149+55.3% | $5,287-7.5% |
| Admin fee / account holder | $192 | $4,781-96.0% | $4,221-95.4% | $10,132-98.1% |