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 | $59,663 | $121,625-50.9% | $104,607-43.0% | $158,922-62.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.29% | 465.26%-452.0pp | 340.46%-327.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,703 | $3,163-46.2% | $2,681-36.5% | $4,761-64.2% |
| Participant deferral / active EE | $2,104 | $4,177-49.6% | $3,740-43.7% | $5,982-64.8% |
| Admin fee / account holder | $168 | $7,787-97.8% | $6,473-97.4% | $11,246-98.5% |