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 | $62,672 | $90,503-30.8% | $78,689-20.4% | $273,961-77.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.18% | 75.60%-72.4pp | 62.18%-59.0pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,868 | $3,176-41.2% | $2,851-34.5% | $4,869-61.6% |
| Participant deferral / active EE | $5,000 | $3,901+28.2% | $3,517+42.2% | $5,287-5.4% |
| Admin fee / account holder | $136 | $5,263-97.4% | $4,510-97.0% | $10,132-98.7% |