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 | $45,880 | $90,503-49.3% | $78,689-41.7% | $273,961-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.41% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,851 | $3,176-41.7% | $2,851-35.1% | $4,869-62.0% |
| Participant deferral / active EE | $6,193 | $3,901+58.7% | $3,517+76.1% | $5,287+17.1% |
| Admin fee / account holder | $291 | $5,263-94.5% | $4,510-93.5% | $10,132-97.1% |