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 | $36,050 | $153,772-76.6% | $133,980-73.1% | $273,961-86.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.27% | 36.51%-22.2pp | 29.30%-15.0pp | 41.45%-27.2pp |
| Employer contribution / active EE | $2,800 | $6,029-53.6% | $5,211-46.3% | $4,869-42.5% |
| Participant deferral / active EE | $11,155 | $6,958+60.3% | $6,282+77.6% | $5,287+111.0% |
| Admin fee / account holder | $56 | $11,765-99.5% | $9,324-99.4% | $10,132-99.4% |