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 | $90,747 | $53,018+71.2% | $70,014+29.6% | $62,891+44.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 6.54% | 13.35%-6.8pp | 12.99%-6.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,839 | $1,799+224.6% | $2,338+149.7% | $2,281+156.0% |
| Participant deferral / active EE | $3,807 | $2,395+59.0% | $2,931+29.9% | $3,203+18.9% |
| Admin fee / account holder | $203 | $3,690-94.5% | $4,380-95.4% | $4,296-95.3% |