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 | $67,861 | $88,707-23.5% | $74,183-8.5% | $273,961-75.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.73% | 11.94%-6.2pp | 17.74%-12.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,945 | $3,159-38.4% | $2,370-17.9% | $4,869-60.1% |
| Participant deferral / active EE | $4,230 | $4,212+0.4% | $3,550+19.2% | $5,287-20.0% |
| Admin fee / account holder | $85 | $8,717-99.0% | $5,586-98.5% | $10,132-99.2% |