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 | $62,452 | $104,251-40.1% | $91,001-31.4% | $147,584-57.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.15% | 27.06%-16.9pp | 4.60%+5.6pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,867 | $3,116-8.0% | $2,456+16.7% | $4,876-41.2% |
| Participant deferral / active EE | $2,915 | $4,195-30.5% | $3,547-17.8% | $5,439-46.4% |
| Admin fee / account holder | $15 | $8,948-99.8% | $5,417-99.7% | $10,885-99.9% |