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 | $47,398 | $99,341-52.3% | $84,750-44.1% | $273,961-82.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.02% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,348 | $4,214-44.3% | $3,574-34.3% | $4,869-51.8% |
| Participant deferral / active EE | $13,153 | $4,269+208.1% | $3,712+254.4% | $5,287+148.8% |
| Admin fee / account holder | $292 | $6,644-95.6% | $5,332-94.5% | $10,132-97.1% |