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 | $64,489 | $135,952-52.6% | $123,892-47.9% | $273,961-76.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.64% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,402 | $5,170-72.9% | $4,617-69.6% | $4,869-71.2% |
| Participant deferral / active EE | $2,240 | $6,343-64.7% | $5,984-62.6% | $5,287-57.6% |
| Admin fee / account holder | $118 | $9,817-98.8% | $8,357-98.6% | $10,132-98.8% |