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 | $48,661 | $90,503-46.2% | $78,689-38.2% | $273,961-82.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.38% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,511 | $3,176-52.4% | $2,851-47.0% | $4,869-69.0% |
| Participant deferral / active EE | $4,905 | $3,901+25.7% | $3,517+39.5% | $5,287-7.2% |
| Admin fee / account holder | $67 | $5,263-98.7% | $4,510-98.5% | $10,132-99.3% |