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 | $56,545 | $215,361-73.7% | $171,082-66.9% | $273,961-79.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.03% | 25.14%-17.1pp | 32.56%-24.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,291 | $4,967-74.0% | $4,002-67.7% | $4,869-73.5% |
| Participant deferral / active EE | $1,823 | $5,543-67.1% | $4,797-62.0% | $5,287-65.5% |
| Admin fee / account holder | $94 | $10,846-99.1% | $8,520-98.9% | $10,132-99.1% |