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 | $67,494 | $90,503-25.4% | $78,689-14.2% | $273,961-75.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.82% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $6,507 | $3,176+104.9% | $2,851+128.3% | $4,869+33.6% |
| Participant deferral / active EE | $2,595 | $3,901-33.5% | $3,517-26.2% | $5,287-50.9% |
| Admin fee / account holder | $123 | $5,263-97.7% | $4,510-97.3% | $10,132-98.8% |