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 | $52,064 | $65,685-20.7% | $57,179-8.9% | $273,961-81.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.70% | 21.99%-20.3pp | 14.59%-12.9pp | 41.45%-39.8pp |
| Employer contribution / active EE | $2,527 | $3,279-22.9% | $2,682-5.8% | $4,869-48.1% |
| Participant deferral / active EE | $3,094 | $3,782-18.2% | $3,096-0.1% | $5,287-41.5% |
| Admin fee / account holder | $85 | $4,835-98.2% | $3,139-97.3% | $10,132-99.2% |