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 | $41,461 | $45,035-7.9% | $62,995-34.2% | $70,131-40.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.64% | 18.76%-7.1pp | 87.57%-75.9pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,306 | $2,051+12.4% | $2,759-16.4% | $2,342-1.5% |
| Participant deferral / active EE | $3,532 | $2,465+43.3% | $3,329+6.1% | $3,332+6.0% |
| Admin fee / account holder | $122 | $2,834-95.7% | $3,600-96.6% | $4,645-97.4% |