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 | $51,066 | $90,503-43.6% | $78,689-35.1% | $273,961-81.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.34% | 75.60%-70.3pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,163 | $3,176+62.6% | $2,851+81.1% | $4,869+6.0% |
| Participant deferral / active EE | $2,231 | $3,901-42.8% | $3,517-36.6% | $5,287-57.8% |
| Admin fee / account holder | $280 | $5,263-94.7% | $4,510-93.8% | $10,132-97.2% |