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 | $48,947 | $90,503-45.9% | $78,689-37.8% | $273,961-82.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.47% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,278 | $3,176+34.7% | $2,851+50.1% | $4,869-12.1% |
| Participant deferral / active EE | $5,857 | $3,901+50.1% | $3,517+66.5% | $5,287+10.8% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |