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 | $54,005 | $228,332-76.3% | $185,823-70.9% | $158,922-66.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.32% | 40.80%-32.5pp | 35.95%-27.6pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,771 | $4,967-24.1% | $4,087-7.7% | $4,761-20.8% |
| Participant deferral / active EE | $5,199 | $6,415-18.9% | $5,632-7.7% | $5,982-13.1% |
| Admin fee / account holder | $62 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |