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 | $64,948 | $153,311-57.6% | $109,313-40.6% | $273,961-76.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.57% | 29.86%-19.3pp | 22.07%-11.5pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,202 | $5,619-43.0% | $3,892-17.7% | $4,869-34.2% |
| Participant deferral / active EE | $4,786 | $3,932+21.7% | $3,166+51.1% | $5,287-9.5% |
| Admin fee / account holder | $248 | $8,076-96.9% | $5,666-95.6% | $10,132-97.6% |