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 | $42,356 | $65,685-35.5% | $57,179-25.9% | $273,961-84.5% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 5.11% | 21.99%-16.9pp | 14.59%-9.5pp | 41.45%-36.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,367 | $3,782-37.4% | $3,096-23.5% | $5,287-55.2% |
| Admin fee / account holder | $11 | $4,835-99.8% | $3,139-99.7% | $10,132-99.9% |