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 | $37,800 | $65,685-42.5% | $57,179-33.9% | $273,961-86.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.75% | 21.99%-12.2pp | 14.59%-4.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,804 | $3,279-45.0% | $2,682-32.7% | $4,869-62.9% |
| Participant deferral / active EE | $5,779 | $3,782+52.8% | $3,096+86.7% | $5,287+9.3% |
| Admin fee / account holder | $232 | $4,835-95.2% | $3,139-92.6% | $10,132-97.7% |