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 | $54,298 | $96,557-43.8% | $80,975-32.9% | $273,961-80.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 15.45% | 15.14%+0.3pp | 17.10%-1.7pp | 41.45%-26.0pp |
| Employer contribution / active EE | $2,446 | $4,868-49.8% | $3,714-34.1% | $4,869-49.8% |
| Participant deferral / active EE | $10,146 | $6,598+53.8% | $5,696+78.1% | $5,287+91.9% |
| Admin fee / account holder | $21 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |