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 | $45,833 | $153,311-70.1% | $109,313-58.1% | $273,961-83.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.77% | 29.86%-23.1pp | 22.07%-15.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $811 | $5,619-85.6% | $3,892-79.2% | $4,869-83.3% |
| Participant deferral / active EE | $1,437 | $3,932-63.5% | $3,166-54.6% | $5,287-72.8% |
| Admin fee / account holder | $150 | $8,076-98.1% | $5,666-97.4% | $10,132-98.5% |