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 | $41,533 | $83,337-50.2% | $67,834-38.8% | $273,961-84.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.61% | 259.45%-254.8pp | 138.47%-133.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,232 | $3,287-1.7% | $2,403+34.5% | $4,869-33.6% |
| Participant deferral / active EE | $5,944 | $4,088+45.4% | $3,160+88.1% | $5,287+12.4% |
| Admin fee / account holder | -$14 | $6,752-100.2% | $4,622-100.3% | $10,132-100.1% |