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 | $64,157 | $135,952-52.8% | $123,892-48.2% | $273,961-76.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.04% | 56.63%-52.6pp | 47.52%-43.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,138 | $5,170-58.6% | $4,617-53.7% | $4,869-56.1% |
| Participant deferral / active EE | $7,109 | $6,343+12.1% | $5,984+18.8% | $5,287+34.5% |
| Admin fee / account holder | $83 | $9,817-99.2% | $8,357-99.0% | $10,132-99.2% |