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 | $43,298 | $84,527-48.8% | $67,711-36.1% | $125,391-65.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 3.43% | 2.57%+0.9pp | 25.41%-22.0pp | 282.22%-278.8pp |
| Employer contribution / active EE | $2,117 | $3,292-35.7% | $2,559-17.3% | $4,866-56.5% |
| Participant deferral / active EE | $2,307 | $4,429-47.9% | $3,585-35.6% | $5,352-56.9% |
| Admin fee / account holder | $121 | $5,340-97.7% | $4,255-97.1% | $9,540-98.7% |