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 | $61,059 | $153,772-60.3% | $133,980-54.4% | $273,961-77.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.34% | 36.51%-22.2pp | 29.30%-15.0pp | 41.45%-27.1pp |
| Employer contribution / active EE | $5,757 | $6,029-4.5% | $5,211+10.5% | $4,869+18.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $295 | $11,765-97.5% | $9,324-96.8% | $10,132-97.1% |