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 | $49,673 | $90,503-45.1% | $78,689-36.9% | $273,961-81.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.65% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,603 | $3,176-18.0% | $2,851-8.7% | $4,869-46.5% |
| Participant deferral / active EE | $8,892 | $3,901+127.9% | $3,517+152.8% | $5,287+68.2% |
| Admin fee / account holder | $290 | $5,263-94.5% | $4,510-93.6% | $10,132-97.1% |