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 | $46,612 | $99,341-53.1% | $84,750-45.0% | $273,961-83.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.58% | 22.93%-19.3pp | 22.78%-19.2pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,020 | $4,214-52.1% | $3,574-43.5% | $4,869-58.5% |
| Participant deferral / active EE | $8,278 | $4,269+93.9% | $3,712+123.0% | $5,287+56.6% |
| Admin fee / account holder | $212 | $6,644-96.8% | $5,332-96.0% | $10,132-97.9% |