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 | $85,676 | $65,685+30.4% | $57,179+49.8% | $273,961-68.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.65% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $8,255 | $3,279+151.8% | $2,682+207.8% | $4,869+69.6% |
| Participant deferral / active EE | $2,914 | $3,782-23.0% | $3,096-5.9% | $5,287-44.9% |
| Admin fee / account holder | $167 | $4,835-96.6% | $3,139-94.7% | $10,132-98.4% |