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 | $44,091 | $93,346-52.8% | $71,796-38.6% | $273,961-83.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.78% | 130.39%-124.6pp | 78.04%-72.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,868 | $2,733+78.1% | $1,924+153.0% | $4,8690% |
| Participant deferral / active EE | $4,351 | $3,475+25.2% | $2,794+55.7% | $5,287-17.7% |
| Admin fee / account holder | $32 | $6,571-99.5% | $4,815-99.3% | $10,132-99.7% |