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 | $51,145 | $181,894-71.9% | $156,549-67.3% | $273,961-81.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.20% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $13,682 | $6,248+119.0% | $5,501+148.7% | $4,869+181.0% |
| Participant deferral / active EE | $11,502 | $5,550+107.2% | $4,871+136.1% | $5,287+117.5% |
| Admin fee / account holder | $224 | $15,559-98.6% | $13,027-98.3% | $10,132-97.8% |