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 | $30,415 | $90,503-66.4% | $78,689-61.3% | $273,961-88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.01% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $5,179 | $3,176+63.1% | $2,851+81.7% | $4,869+6.4% |
| Participant deferral / active EE | $816 | $3,901-79.1% | $3,517-76.8% | $5,287-84.6% |
| Admin fee / account holder | $157 | $5,263-97.0% | $4,510-96.5% | $10,132-98.4% |