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 | $55,466 | $90,503-38.7% | $78,689-29.5% | $273,961-79.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.71% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,768 | $3,176+18.6% | $2,851+32.2% | $4,869-22.6% |
| Participant deferral / active EE | $12,641 | $3,901+224.0% | $3,517+259.4% | $5,287+139.1% |
| Admin fee / account holder | $36 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |