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 | $39,837 | $153,772-74.1% | $133,980-70.3% | $273,961-85.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.29% | 36.51%-24.2pp | 29.30%-17.0pp | 41.45%-29.2pp |
| Employer contribution / active EE | $4,743 | $6,029-21.3% | $5,211-9.0% | $4,869-2.6% |
| Participant deferral / active EE | $9,473 | $6,958+36.1% | $6,282+50.8% | $5,287+79.2% |
| Admin fee / account holder | $88 | $11,765-99.2% | $9,324-99.1% | $10,132-99.1% |