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 | $43,659 | $65,685-33.5% | $57,179-23.6% | $273,961-84.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.10% | 21.99%-13.9pp | 14.59%-6.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $12,323 | $3,279+275.9% | $2,682+359.4% | $4,869+153.1% |
| Participant deferral / active EE | $4,803 | $3,782+27.0% | $3,096+55.1% | $5,287-9.2% |
| Admin fee / account holder | $164 | $4,835-96.6% | $3,139-94.8% | $10,132-98.4% |