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 | $60,367 | $96,956-37.7% | $70,014-13.8% | $273,961-78.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 12.83% | 12.93%-0.1pp | 12.99%-0.2pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,674 | $3,316-49.5% | $2,338-28.4% | $4,869-65.6% |
| Participant deferral / active EE | $7,989 | $3,744+113.4% | $2,931+172.6% | $5,287+51.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |