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 | $73,290 | $89,355-18.0% | $141,162-48.1% | $72,985+0.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.49% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,815 | $3,114+22.5% | $4,735-19.4% | $2,440+56.3% |
| Participant deferral / active EE | $3,968 | $5,418-26.8% | $6,709-40.8% | $3,607+10.0% |
| Admin fee / account holder | $293 | $5,958-95.1% | $10,261-97.1% | $5,124-94.3% |