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 | $25,250 | $215,361-88.3% | $171,082-85.2% | $273,961-90.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.01% | 25.14%-19.1pp | 32.56%-26.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,491 | $4,967-70.0% | $4,002-62.7% | $4,869-69.4% |
| Participant deferral / active EE | $3,262 | $5,543-41.2% | $4,797-32.0% | $5,287-38.3% |
| Admin fee / account holder | $152 | $10,846-98.6% | $8,520-98.2% | $10,132-98.5% |