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 | $45,143 | $153,311-70.6% | $109,313-58.7% | $273,961-83.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.37% | 29.86%-19.5pp | 22.07%-11.7pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,177 | $5,619-43.5% | $3,892-18.4% | $4,869-34.7% |
| Participant deferral / active EE | $4,052 | $3,932+3.0% | $3,166+27.9% | $5,287-23.4% |
| Admin fee / account holder | $15 | $8,076-99.8% | $5,666-99.7% | $10,132-99.9% |