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 | $60,476 | $96,557-37.4% | $80,975-25.3% | $273,961-77.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.08% | 15.14%-10.1pp | 17.10%-12.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,322 | $4,868-52.3% | $3,714-37.5% | $4,869-52.3% |
| Participant deferral / active EE | $3,038 | $6,598-54.0% | $5,696-46.7% | $5,287-42.5% |
| Admin fee / account holder | $143 | $7,492-98.1% | $5,516-97.4% | $10,132-98.6% |