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 | $69,952 | $99,341-29.6% | $84,750-17.5% | $273,961-74.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.60% | 22.93%-20.3pp | 22.78%-20.2pp | 41.45%-38.8pp |
| Employer contribution / active EE | $3,149 | $4,214-25.3% | $3,574-11.9% | $4,869-35.3% |
| Participant deferral / active EE | $5,781 | $4,269+35.4% | $3,712+55.8% | $5,287+9.3% |
| Admin fee / account holder | $154 | $6,644-97.7% | $5,332-97.1% | $10,132-98.5% |