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 | $52,535 | $80,717-34.9% | $154,803-66.1% | $84,808-38.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.22% | 37.96%-20.7pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,957 | $2,761+7.1% | $4,305-31.3% | $2,631+12.4% |
| Participant deferral / active EE | $5,393 | $3,303+63.3% | $5,540-2.7% | $4,212+28.0% |
| Admin fee / account holder | $241 | $6,746-96.4% | $14,329-98.3% | $7,344-96.7% |