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 | $66,573 | $96,557-31.1% | $80,975-17.8% | $273,961-75.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.48% | 15.14%-8.7pp | 17.10%-10.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,779 | $4,868-1.8% | $3,714+28.7% | $4,869-1.9% |
| Participant deferral / active EE | $3,385 | $6,598-48.7% | $5,696-40.6% | $5,287-36.0% |
| Admin fee / account holder | $98 | $7,492-98.7% | $5,516-98.2% | $10,132-99.0% |