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 | $42,331 | $153,772-72.5% | $133,980-68.4% | $273,961-84.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.66% | 36.51%-23.9pp | 29.30%-16.6pp | 41.45%-28.8pp |
| Employer contribution / active EE | $3,008 | $6,029-50.1% | $5,211-42.3% | $4,869-38.2% |
| Participant deferral / active EE | $5,699 | $6,958-18.1% | $6,282-9.3% | $5,287+7.8% |
| Admin fee / account holder | $34 | $11,765-99.7% | $9,324-99.6% | $10,132-99.7% |