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 | $65,584 | $90,503-27.5% | $78,689-16.7% | $273,961-76.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.51% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $22,700 | $3,901+481.9% | $3,517+545.5% | $5,287+329.3% |
| Admin fee / account holder | $272 | $5,263-94.8% | $4,510-94.0% | $10,132-97.3% |