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 | $46,510 | $65,685-29.2% | $57,179-18.7% | $273,961-83.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.54% | 21.99%-12.5pp | 14.59%-5.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $5,975 | $3,279+82.2% | $2,682+122.7% | $4,869+22.7% |
| Participant deferral / active EE | $2,184 | $3,782-42.2% | $3,096-29.4% | $5,287-58.7% |
| Admin fee / account holder | $187 | $4,835-96.1% | $3,139-94.0% | $10,132-98.2% |