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 | $50,018 | $215,361-76.8% | $171,082-70.8% | $273,961-81.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.94% | 25.14%-17.2pp | 32.56%-24.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,810 | $4,967-63.6% | $4,002-54.8% | $4,869-62.8% |
| Participant deferral / active EE | $5,482 | $5,543-1.1% | $4,797+14.3% | $5,287+3.7% |
| Admin fee / account holder | $194 | $10,846-98.2% | $8,520-97.7% | $10,132-98.1% |