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 | $46,829 | $90,503-48.3% | $78,689-40.5% | $273,961-82.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.46% | 75.60%-63.1pp | 62.18%-49.7pp | 41.45%-29.0pp |
| Employer contribution / active EE | $2,885 | $3,176-9.2% | $2,851+1.2% | $4,869-40.7% |
| Participant deferral / active EE | $3,438 | $3,901-11.9% | $3,517-2.2% | $5,287-35.0% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |