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 | $40,629 | $90,503-55.1% | $78,689-48.4% | $273,961-85.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.68% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $6,361 | $3,176+100.3% | $2,851+123.2% | $4,869+30.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $46 | $5,263-99.1% | $4,510-99.0% | $10,132-99.5% |