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 | $41,889 | $90,503-53.7% | $78,689-46.8% | $273,961-84.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.56% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,194 | $3,176+32.1% | $2,851+47.1% | $4,869-13.9% |
| Participant deferral / active EE | $2,585 | $3,901-33.7% | $3,517-26.5% | $5,287-51.1% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |