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 | $76,203 | $60,349+26.3% | $74,183+2.7% | $62,891+21.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.76% | 21.37%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,382 | $1,680+101.3% | $2,370+42.7% | $2,281+48.3% |
| Participant deferral / active EE | $4,428 | $2,856+55.0% | $3,550+24.8% | $3,203+38.3% |
| Admin fee / account holder | $122 | $4,261-97.1% | $5,586-97.8% | $4,296-97.2% |