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 4-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 | $31,421 | $90,503-65.3% | $78,689-60.1% | $273,961-88.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.12% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,168 | $3,176-63.2% | $2,851-59.0% | $4,869-76.0% |
| Participant deferral / active EE | $7,164 | $3,901+83.6% | $3,517+103.7% | $5,287+35.5% |
| Admin fee / account holder | $28 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |