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 | $74,429 | $132,239-43.7% | $105,722-29.6% | $273,961-72.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.96% | 10.07%-6.1pp | 12.25%-8.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $4,092 | $4,867-15.9% | $4,079+0.3% | $4,869-15.9% |
| Participant deferral / active EE | $6,083 | $6,233-2.4% | $5,326+14.2% | $5,287+15.1% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |