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 | $55,166 | $149,734-63.2% | $118,925-53.6% | $158,922-65.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 18.03% | 19.95%-1.9pp | 35.88%-17.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $4,000 | $4,115-2.8% | $3,263+22.6% | $4,761-16.0% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $54 | $8,603-99.4% | $6,581-99.2% | $11,246-99.5% |