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 | $67,912 | $99,032-31.4% | $80,019-15.1% | $135,375-49.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 16.23% | 15.39%+0.8pp | 11.22%+5.0pp | 519.73%-503.5pp |
| Employer contribution / active EE | $2,845 | $3,043-6.5% | $2,468+15.3% | $4,779-40.5% |
| Participant deferral / active EE | $5,871 | $4,282+37.1% | $3,686+59.3% | $5,609+4.7% |
| Admin fee / account holder | $77 | $10,436-99.3% | $6,521-98.8% | $10,827-99.3% |