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 | $63,416 | $96,557-34.3% | $80,975-21.7% | $273,961-76.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.14% | 15.14%-1.0pp | 17.10%-3.0pp | 41.45%-27.3pp |
| Employer contribution / active EE | $14,567 | $4,868+199.2% | $3,714+292.2% | $4,869+199.2% |
| Participant deferral / active EE | $5,752 | $6,598-12.8% | $5,696+1.0% | $5,287+8.8% |
| Admin fee / account holder | $74 | $7,492-99.0% | $5,516-98.7% | $10,132-99.3% |