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 | $62,581 | $105,630-40.8% | $87,507-28.5% | $273,961-77.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.61% | 12.25%-8.6pp | 12.21%-8.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,515 | $3,141-51.8% | $2,550-40.6% | $4,869-68.9% |
| Participant deferral / active EE | $4,919 | $3,601+36.6% | $3,149+56.2% | $5,287-7.0% |
| Admin fee / account holder | $101 | $4,781-97.9% | $4,221-97.6% | $10,132-99.0% |