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 | $46,382 | $81,248-42.9% | $155,509-70.2% | $80,856-42.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.10% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,362 | $3,100+8.5% | $4,672-28.0% | $2,755+22.1% |
| Participant deferral / active EE | $3,563 | $3,452+3.2% | $5,626-36.7% | $4,296-17.1% |
| Admin fee / account holder | $99 | $7,997-98.8% | $15,912-99.4% | $6,918-98.6% |