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 | $46,816 | $181,894-74.3% | $156,549-70.1% | $273,961-82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.41% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $13,013 | $6,248+108.3% | $5,501+136.6% | $4,869+167.3% |
| Participant deferral / active EE | $5,711 | $5,550+2.9% | $4,871+17.2% | $5,287+8.0% |
| Admin fee / account holder | $190 | $15,559-98.8% | $13,027-98.5% | $10,132-98.1% |