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 | $36,598 | $181,894-79.9% | $156,549-76.6% | $273,961-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.95% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,349 | $6,248-78.4% | $5,501-75.5% | $4,869-72.3% |
| Participant deferral / active EE | $2,248 | $5,550-59.5% | $4,871-53.8% | $5,287-57.5% |
| Admin fee / account holder | $158 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |