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 | $45,344 | $215,361-78.9% | $171,082-73.5% | $273,961-83.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.13% | 25.14%-21.0pp | 32.56%-28.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,324 | $5,543-22.0% | $4,797-9.9% | $5,287-18.2% |
| Admin fee / account holder | $9 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |