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 | $47,287 | $88,583-46.6% | $88,497-46.6% | $273,961-82.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.09% | 5.68%-1.6pp | 7.63%-3.5pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,430 | $4,502-46.0% | $4,036-39.8% | $4,869-50.1% |
| Participant deferral / active EE | $3,284 | $4,891-32.9% | $4,899-33.0% | $5,287-37.9% |
| Admin fee / account holder | $18 | $8,980-99.8% | $6,220-99.7% | $10,132-99.8% |