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 | $45,017 | $153,772-70.7% | $133,980-66.4% | $273,961-83.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.86% | 36.51%-24.7pp | 29.30%-17.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $5,273 | $6,029-12.5% | $5,211+1.2% | $4,869+8.3% |
| Participant deferral / active EE | $11,132 | $6,958+60.0% | $6,282+77.2% | $5,287+110.5% |
| Admin fee / account holder | $15 | $11,765-99.9% | $9,324-99.8% | $10,132-99.8% |