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 | $74,036 | $135,952-45.5% | $123,892-40.2% | $273,961-73.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.05% | 56.63%-44.6pp | 47.52%-35.5pp | 41.45%-29.4pp |
| Employer contribution / active EE | $3,839 | $5,170-25.7% | $4,617-16.8% | $4,869-21.1% |
| Participant deferral / active EE | $4,153 | $6,343-34.5% | $5,984-30.6% | $5,287-21.4% |
| Admin fee / account holder | $87 | $9,817-99.1% | $8,357-99.0% | $10,132-99.1% |