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 | $45,989 | $153,311-70.0% | $109,313-57.9% | $273,961-83.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.42% | 29.86%-24.4pp | 22.07%-16.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,703 | $5,619-51.9% | $3,892-30.6% | $4,869-44.5% |
| Participant deferral / active EE | $1,533 | $3,932-61.0% | $3,166-51.6% | $5,287-71.0% |
| Admin fee / account holder | $165 | $8,076-98.0% | $5,666-97.1% | $10,132-98.4% |