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 | $55,989 | $90,503-38.1% | $78,689-28.8% | $273,961-79.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.66% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $13,972 | $3,176+339.9% | $2,851+390.1% | $4,869+187.0% |
| Participant deferral / active EE | $2,779 | $3,901-28.8% | $3,517-21.0% | $5,287-47.4% |
| Admin fee / account holder | $27 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |