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 | $65,900 | $90,503-27.2% | $78,689-16.3% | $273,961-75.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.93% | 75.60%-64.7pp | 62.18%-51.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,531 | $3,176-20.3% | $2,851-11.2% | $4,869-48.0% |
| Participant deferral / active EE | $3,406 | $3,901-12.7% | $3,517-3.1% | $5,287-35.6% |
| Admin fee / account holder | $289 | $5,263-94.5% | $4,510-93.6% | $10,132-97.2% |