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 | $37,410 | $83,337-55.1% | $67,834-44.9% | $273,961-86.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.31% | 259.45%-252.1pp | 138.47%-131.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,403 | $3,287+3.5% | $2,403+41.6% | $4,869-30.1% |
| Participant deferral / active EE | $3,536 | $4,088-13.5% | $3,160+11.9% | $5,287-33.1% |
| Admin fee / account holder | $73 | $6,752-98.9% | $4,622-98.4% | $10,132-99.3% |