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 | $52,428 | $45,566+15.1% | $64,105-18.2% | $59,632-12.1% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 3.43% | 4.95%-1.5pp | 791.24%-787.8pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $3,192 | $934+241.8% | $1,820+75.4% | $2,203+44.9% |
| Participant deferral / active EE | $3,089 | $2,057+50.2% | $2,822+9.5% | $3,192-3.2% |
| Admin fee / account holder | $175 | $3,268-94.6% | $4,499-96.1% | $4,297-95.9% |