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 | $45,956 | $181,894-74.7% | $156,549-70.6% | $273,961-83.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.10% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,278 | $6,248-47.5% | $5,501-40.4% | $4,869-32.7% |
| Participant deferral / active EE | $7,059 | $5,550+27.2% | $4,871+44.9% | $5,287+33.5% |
| Admin fee / account holder | $68 | $15,559-99.6% | $13,027-99.5% | $10,132-99.3% |