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 | $31,549 | $93,071-66.1% | $74,583-57.7% | $273,961-88.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.52% | 26.18%-20.7pp | 20.47%-14.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,122 | $3,160-64.5% | $2,525-55.6% | $4,869-77.0% |
| Participant deferral / active EE | $3,619 | $4,160-13.0% | $3,458+4.7% | $5,287-31.5% |
| Admin fee / account holder | $53 | $5,272-99.0% | $4,138-98.7% | $10,132-99.5% |