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 9-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 | $42,795 | $93,071-54.0% | $74,583-42.6% | $273,961-84.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.38% | 26.18%-19.8pp | 20.47%-14.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,708 | $3,160-45.9% | $2,525-32.3% | $4,869-64.9% |
| Participant deferral / active EE | $4,111 | $4,160-1.2% | $3,458+18.9% | $5,287-22.2% |
| Admin fee / account holder | $6 | $5,272-99.9% | $4,138-99.9% | $10,132-99.9% |