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 | $48,242 | $131,829-63.4% | $108,579-55.6% | $273,961-82.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.72% | -91.57%+96.3pp | -51.70%+56.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,911 | $4,912-61.1% | $3,758-49.1% | $4,869-60.7% |
| Participant deferral / active EE | $5,013 | $5,127-2.2% | $4,311+16.3% | $5,287-5.2% |
| Admin fee / account holder | $20 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |