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 | $77,029 | $96,557-20.2% | $80,975-4.9% | $273,961-71.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.76% | 15.14%-0.4pp | 17.10%-2.3pp | 41.45%-26.7pp |
| Employer contribution / active EE | $10,438 | $4,868+114.4% | $3,714+181.0% | $4,869+114.4% |
| Participant deferral / active EE | $8,000 | $6,598+21.3% | $5,696+40.4% | $5,287+51.3% |
| Admin fee / account holder | $294 | $7,492-96.1% | $5,516-94.7% | $10,132-97.1% |