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 | $49,783 | $135,952-63.4% | $123,892-59.8% | $273,961-81.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.94% | 56.63%-52.7pp | 47.52%-43.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,452 | $5,170-71.9% | $4,617-68.5% | $4,869-70.2% |
| Participant deferral / active EE | $2,358 | $6,343-62.8% | $5,984-60.6% | $5,287-55.4% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |