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 | $45,698 | $96,557-52.7% | $80,975-43.6% | $273,961-83.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 12.10% | 15.14%-3.0pp | 17.10%-5.0pp | 41.45%-29.4pp |
| Employer contribution / active EE | $5,104 | $4,868+4.8% | $3,714+37.4% | $4,869+4.8% |
| Participant deferral / active EE | $4,627 | $6,598-29.9% | $5,696-18.8% | $5,287-12.5% |
| Admin fee / account holder | $115 | $7,492-98.5% | $5,516-97.9% | $10,132-98.9% |