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 | $41,803 | $90,503-53.8% | $78,689-46.9% | $273,961-84.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.99% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,597 | $3,176+76.2% | $2,851+96.3% | $4,869+15.0% |
| Participant deferral / active EE | $3,404 | $3,901-12.8% | $3,517-3.2% | $5,287-35.6% |
| Admin fee / account holder | $72 | $5,263-98.6% | $4,510-98.4% | $10,132-99.3% |