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 | $49,079 | $65,685-25.3% | $57,179-14.2% | $273,961-82.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.18% | 21.99%-11.8pp | 14.59%-4.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,121 | $3,279-4.8% | $2,682+16.3% | $4,869-35.9% |
| Participant deferral / active EE | $7,394 | $3,782+95.5% | $3,096+138.8% | $5,287+39.9% |
| Admin fee / account holder | $16 | $4,835-99.7% | $3,139-99.5% | $10,132-99.8% |