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 | $68,556 | $149,734-54.2% | $118,925-42.4% | $158,922-56.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.64% | 19.95%-8.3pp | 35.88%-24.2pp | 302.83%-291.2pp |
| Employer contribution / active EE | $3,444 | $4,115-16.3% | $3,263+5.5% | $4,761-27.7% |
| Participant deferral / active EE | $5,152 | $5,223-1.4% | $4,265+20.8% | $5,982-13.9% |
| Admin fee / account holder | $248 | $8,603-97.1% | $6,581-96.2% | $11,246-97.8% |