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 | $64,970 | $153,772-57.7% | $133,980-51.5% | $273,961-76.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.36% | 36.51%-26.2pp | 29.30%-18.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,978 | $6,029-67.2% | $5,211-62.1% | $4,869-59.4% |
| Participant deferral / active EE | $4,691 | $6,958-32.6% | $6,282-25.3% | $5,287-11.3% |
| Admin fee / account holder | $44 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |