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 7-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 | $44,401 | $90,503-50.9% | $78,689-43.6% | $273,961-83.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.32% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,681 | $3,176-47.1% | $2,851-41.0% | $4,869-65.5% |
| Participant deferral / active EE | $2,141 | $3,901-45.1% | $3,517-39.1% | $5,287-59.5% |
| Admin fee / account holder | $263 | $5,263-95.0% | $4,510-94.2% | $10,132-97.4% |