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 | $57,524 | $153,772-62.6% | $133,980-57.1% | $273,961-79.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.56% | 36.51%-28.0pp | 29.30%-20.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $8,597 | $6,029+42.6% | $5,211+65.0% | $4,869+76.6% |
| Participant deferral / active EE | $14,198 | $6,958+104.0% | $6,282+126.0% | $5,287+168.5% |
| Admin fee / account holder | $208 | $11,765-98.2% | $9,324-97.8% | $10,132-97.9% |