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 | $33,950 | $181,894-81.3% | $156,549-78.3% | $273,961-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.76% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $7,834 | $6,248+25.4% | $5,501+42.4% | $4,869+60.9% |
| Participant deferral / active EE | $6,184 | $5,550+11.4% | $4,871+26.9% | $5,287+17.0% |
| Admin fee / account holder | $256 | $15,559-98.4% | $13,027-98.0% | $10,132-97.5% |