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 | $39,356 | $81,248-51.6% | $155,509-74.7% | $80,856-51.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.26% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,285 | $3,100+5.9% | $4,672-29.7% | $2,755+19.2% |
| Participant deferral / active EE | $5,542 | $3,452+60.6% | $5,626-1.5% | $4,296+29.0% |
| Admin fee / account holder | $270 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |