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 | $44,199 | $215,361-79.5% | $171,082-74.2% | $273,961-83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.40% | 25.14%-18.7pp | 32.56%-26.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,121 | $4,967-37.2% | $4,002-22.0% | $4,869-35.9% |
| Participant deferral / active EE | $4,610 | $5,543-16.8% | $4,797-3.9% | $5,287-12.8% |
| Admin fee / account holder | $93 | $10,846-99.1% | $8,520-98.9% | $10,132-99.1% |