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 | $43,200 | $136,307-68.3% | $106,619-59.5% | $273,961-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.87% | 11.05%-0.2pp | 9.42%+1.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $5,409 | $5,190+4.2% | $3,947+37.0% | $4,869+11.1% |
| Participant deferral / active EE | $1,400 | $4,969-71.8% | $3,930-64.4% | $5,287-73.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |