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 | $34,127 | $215,361-84.2% | $171,082-80.1% | $273,961-87.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.21% | 25.14%-19.9pp | 32.56%-27.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,334 | $4,967-53.0% | $4,002-41.7% | $4,869-52.1% |
| Participant deferral / active EE | $2,080 | $5,543-62.5% | $4,797-56.6% | $5,287-60.7% |
| Admin fee / account holder | $15 | $10,846-99.9% | $8,520-99.8% | $10,132-99.9% |