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 | $39,356 | $81,233-51.6% | $155,567-74.7% | $80,874-51.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.26% | 33.33%-20.1pp | 64.74%-51.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $3,285 | $3,101+5.9% | $4,674-29.7% | $2,756+19.2% |
| Participant deferral / active EE | $5,542 | $3,452+60.5% | $5,628-1.5% | $4,297+29.0% |
| Admin fee / account holder | $270 | $7,998-96.6% | $15,916-98.3% | $6,935-96.1% |