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 | $65,904 | $127,065-48.1% | $113,168-41.8% | $142,382-53.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.13% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,057 | $3,442-40.3% | $2,975-30.9% | $4,299-52.2% |
| Participant deferral / active EE | $2,350 | $5,716-58.9% | $5,107-54.0% | $6,507-63.9% |
| Admin fee / account holder | $60 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |