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 | $56,295 | $90,503-37.8% | $78,689-28.5% | $273,961-79.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.50% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $5,662 | $3,176+78.3% | $2,851+98.6% | $4,869+16.3% |
| Participant deferral / active EE | $4,772 | $3,901+22.3% | $3,517+35.7% | $5,287-9.7% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |