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 | $34,648 | $93,071-62.8% | $74,583-53.5% | $273,961-87.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.44% | 26.18%-20.7pp | 20.47%-15.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,148 | $3,160-63.7% | $2,525-54.5% | $4,869-76.4% |
| Participant deferral / active EE | $1,914 | $4,160-54.0% | $3,458-44.7% | $5,287-63.8% |
| Admin fee / account holder | $228 | $5,272-95.7% | $4,138-94.5% | $10,132-97.8% |