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 | $45,431 | $181,894-75.0% | $156,549-71.0% | $273,961-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.46% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $8,399 | $6,248+34.4% | $5,501+52.7% | $4,869+72.5% |
| Participant deferral / active EE | $4,242 | $5,550-23.6% | $4,871-12.9% | $5,287-19.8% |
| Admin fee / account holder | $134 | $15,559-99.1% | $13,027-99.0% | $10,132-98.7% |