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 | $40,620 | $84,233-51.8% | $170,442-76.2% | $70,131-42.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.64% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $3,028 | $3,387-10.6% | $5,433-44.3% | $2,342+29.3% |
| Participant deferral / active EE | $3,206 | $3,086+3.9% | $4,939-35.1% | $3,332-3.8% |
| Admin fee / account holder | $283 | $5,698-95.0% | $13,880-98.0% | $4,645-93.9% |