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 | $45,646 | $88,707-48.5% | $74,183-38.5% | $273,961-83.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.83% | 11.94%-7.1pp | 17.74%-12.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,592 | $3,159-49.6% | $2,370-32.8% | $4,869-67.3% |
| Participant deferral / active EE | $3,585 | $4,212-14.9% | $3,550+1.0% | $5,287-32.2% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |