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 | $90,625 | $53,018+70.9% | $70,014+29.4% | $62,891+44.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 8.90% | 13.35%-4.5pp | 12.99%-4.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,621 | $1,799+101.3% | $2,338+54.8% | $2,281+58.7% |
| Participant deferral / active EE | $4,688 | $2,395+95.7% | $2,931+59.9% | $3,203+46.4% |
| Admin fee / account holder | $91 | $3,690-97.5% | $4,380-97.9% | $4,296-97.9% |