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 | $49,851 | $94,529-47.3% | $140,016-64.4% | $64,186-22.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 8.52% | 7.77%+0.8pp | 651.12%-642.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,731 | $3,812-54.6% | $5,606-69.1% | $2,381-27.3% |
| Participant deferral / active EE | $2,821 | $5,250-46.3% | $6,927-59.3% | $3,470-18.7% |
| Admin fee / account holder | $83 | $6,741-98.8% | $10,705-99.2% | $4,888-98.3% |