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 | $60,345 | $136,307-55.7% | $106,619-43.4% | $273,961-78.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.85% | 11.05%-5.2pp | 9.42%-3.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,431 | $5,190+4.7% | $3,947+37.6% | $4,869+11.6% |
| Participant deferral / active EE | $2,590 | $4,969-47.9% | $3,930-34.1% | $5,287-51.0% |
| Admin fee / account holder | $85 | $8,625-99.0% | $6,418-98.7% | $10,132-99.2% |