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 | $58,971 | $90,503-34.8% | $78,689-25.1% | $273,961-78.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.75% | 75.60%-67.9pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,820 | $3,176-11.2% | $2,851-1.1% | $4,869-42.1% |
| Participant deferral / active EE | $4,448 | $3,901+14.0% | $3,517+26.5% | $5,287-15.9% |
| Admin fee / account holder | $244 | $5,263-95.4% | $4,510-94.6% | $10,132-97.6% |