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 6-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 | $47,735 | $106,584-55.2% | $101,326-52.9% | $142,382-66.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.49% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $981 | $3,956-75.2% | $3,665-73.2% | $4,299-77.2% |
| Participant deferral / active EE | $5,142 | $8,297-38.0% | $7,994-35.7% | $6,507-21.0% |
| Admin fee / account holder | $50 | $11,446-99.6% | $11,185-99.5% | $12,624-99.6% |