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 | $44,912 | $64,348-30.2% | $90,160-50.2% | $70,131-36.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 31.97% | 28.13%+3.8pp | 34.88%-2.9pp | 73.14%-41.2pp |
| Employer contribution / active EE | $2,276 | $2,046+11.2% | $3,318-31.4% | $2,342-2.9% |
| Participant deferral / active EE | $5,054 | $4,389+15.2% | $5,288-4.4% | $3,332+51.7% |
| Admin fee / account holder | $197 | $3,944-95.0% | $5,943-96.7% | $4,645-95.8% |