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 | $49,537 | $93,346-46.9% | $71,796-31.0% | $273,961-81.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.33% | 130.39%-125.1pp | 78.04%-72.7pp | 41.45%-36.1pp |
| Employer contribution / active EE | $965 | $2,733-64.7% | $1,924-49.9% | $4,869-80.2% |
| Participant deferral / active EE | $2,630 | $3,475-24.3% | $2,794-5.9% | $5,287-50.3% |
| Admin fee / account holder | $80 | $6,571-98.8% | $4,815-98.3% | $10,132-99.2% |