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 | $85,867 | $56,897+50.9% | $84,750+1.3% | $62,891+36.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.32% | 6.30%+4.0pp | 22.78%-12.5pp | 20.14%-9.8pp |
| Employer contribution / active EE | $7,156 | $2,400+198.2% | $3,574+100.2% | $2,281+213.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $80 | $3,581-97.8% | $5,332-98.5% | $4,296-98.1% |