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 | $77,177 | $109,359-29.4% | $162,163-52.4% | $72,985+5.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.85% | 25.46%-3.6pp | 115.59%-93.7pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,599 | $3,907-33.5% | $5,614-53.7% | $2,440+6.5% |
| Participant deferral / active EE | $3,310 | $5,481-39.6% | $7,298-54.7% | $3,607-8.3% |
| Admin fee / account holder | $214 | $7,972-97.3% | $10,843-98.0% | $5,124-95.8% |