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 | $52,681 | $135,952-61.3% | $123,892-57.5% | $273,961-80.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.77% | 56.63%-49.9pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $890 | $5,170-82.8% | $4,617-80.7% | $4,869-81.7% |
| Participant deferral / active EE | $4,091 | $6,343-35.5% | $5,984-31.6% | $5,287-22.6% |
| Admin fee / account holder | $145 | $9,817-98.5% | $8,357-98.3% | $10,132-98.6% |