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 | $25,295 | $90,503-72.1% | $78,689-67.9% | $273,961-90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.55% | 75.60%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,076 | $3,176-34.6% | $2,851-27.2% | $4,869-57.4% |
| Participant deferral / active EE | $4,550 | $3,901+16.6% | $3,517+29.4% | $5,287-13.9% |
| Admin fee / account holder | $44 | $5,263-99.2% | $4,510-99.0% | $10,132-99.6% |