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 | $48,061 | $65,685-26.8% | $57,179-15.9% | $273,961-82.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.77% | 21.99%-17.2pp | 14.59%-9.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,824 | $3,279-44.4% | $2,682-32.0% | $4,869-62.5% |
| Participant deferral / active EE | $17,369 | $3,782+359.3% | $3,096+461.0% | $5,287+228.5% |
| Admin fee / account holder | $30 | $4,835-99.4% | $3,139-99.0% | $10,132-99.7% |