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 | $65,947 | $153,772-57.1% | $133,980-50.8% | $273,961-75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.00% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,137 | $6,029-48.0% | $5,211-39.8% | $4,869-35.6% |
| Participant deferral / active EE | $3,718 | $6,958-46.6% | $6,282-40.8% | $5,287-29.7% |
| Admin fee / account holder | $182 | $11,765-98.5% | $9,324-98.1% | $10,132-98.2% |