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 | $57,038 | $153,772-62.9% | $133,980-57.4% | $273,961-79.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.76% | 36.51%-29.8pp | 29.30%-22.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,401 | $6,029-60.2% | $5,211-53.9% | $4,869-50.7% |
| Participant deferral / active EE | $4,982 | $6,958-28.4% | $6,282-20.7% | $5,287-5.8% |
| Admin fee / account holder | $81 | $11,765-99.3% | $9,324-99.1% | $10,132-99.2% |