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 | $65,895 | $162,781-59.5% | $133,956-50.8% | $158,922-58.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.06% | 41.94%-30.9pp | 45.09%-34.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $4,441 | $4,975-10.7% | $3,919+13.3% | $4,761-6.7% |
| Participant deferral / active EE | $5,580 | $5,911-5.6% | $5,048+10.5% | $5,982-6.7% |
| Admin fee / account holder | $195 | $11,736-98.3% | $8,927-97.8% | $11,246-98.3% |