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 | $52,250 | $90,503-42.3% | $78,689-33.6% | $273,961-80.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 4.65% | 75.60%-71.0pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $5,115 | $3,176+61.1% | $2,851+79.4% | $4,869+5.1% |
| Participant deferral / active EE | $11,108 | $3,901+184.7% | $3,517+215.8% | $5,287+110.1% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |