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 | $62,613 | $96,557-35.2% | $80,975-22.7% | $273,961-77.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.83% | 15.14%-3.3pp | 17.10%-5.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $15,000 | $4,868+208.1% | $3,714+303.8% | $4,869+208.1% |
| Participant deferral / active EE | $15,000 | $6,598+127.4% | $5,696+163.3% | $5,287+183.7% |
| Admin fee / account holder | $299 | $7,492-96.0% | $5,516-94.6% | $10,132-97.0% |