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 | $60,694 | $90,503-32.9% | $78,689-22.9% | $273,961-77.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.19% | 75.60%-70.4pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,923 | $3,176+23.5% | $2,851+37.6% | $4,869-19.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $161 | $5,263-96.9% | $4,510-96.4% | $10,132-98.4% |