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 | $67,487 | $136,307-50.5% | $106,619-36.7% | $273,961-75.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.49% | 11.05%-2.6pp | 9.42%-0.9pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,850 | $5,190-25.8% | $3,947-2.4% | $4,869-20.9% |
| Participant deferral / active EE | $6,662 | $4,969+34.1% | $3,930+69.5% | $5,287+26.0% |
| Admin fee / account holder | $7 | $8,625-99.9% | $6,418-99.9% | $10,132-99.9% |