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 | $62,735 | $99,341-36.8% | $84,750-26.0% | $273,961-77.1% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 20.52% | 22.93%-2.4pp | 22.78%-2.3pp | 41.45%-20.9pp |
| Employer contribution / active EE | $3,750 | $4,214-11.0% | $3,574+4.9% | $4,869-23.0% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |