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 3-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 | $51,829 | $65,685-21.1% | $57,179-9.4% | $273,961-81.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.99% | 21.99%-19.0pp | 14.59%-11.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $996 | $3,279-69.6% | $2,682-62.9% | $4,869-79.5% |
| Participant deferral / active EE | $3,674 | $3,782-2.9% | $3,096+18.7% | $5,287-30.5% |
| Admin fee / account holder | $25 | $4,835-99.5% | $3,139-99.2% | $10,132-99.8% |