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 | $35,967 | $90,503-60.3% | $78,689-54.3% | $273,961-86.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.31% | 75.60%-64.3pp | 62.18%-50.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $3,115 | $3,176-1.9% | $2,851+9.3% | $4,869-36.0% |
| Participant deferral / active EE | $3,225 | $3,901-17.3% | $3,517-8.3% | $5,287-39.0% |
| Admin fee / account holder | $73 | $5,263-98.6% | $4,510-98.4% | $10,132-99.3% |