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 | $44,000 | $131,829-66.6% | $108,579-59.5% | $273,961-83.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.43% | -91.57%+96.0pp | -51.70%+56.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,573 | $4,912-68.0% | $3,758-58.2% | $4,869-67.7% |
| Participant deferral / active EE | $1,841 | $5,127-64.1% | $4,311-57.3% | $5,287-65.2% |
| Admin fee / account holder | $219 | $10,252-97.9% | $7,645-97.1% | $10,132-97.8% |