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 | $50,501 | $181,894-72.2% | $156,549-67.7% | $273,961-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.28% | 30.74%-23.5pp | 32.23%-24.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,955 | $6,248-52.7% | $5,501-46.3% | $4,869-39.3% |
| Participant deferral / active EE | $6,775 | $5,550+22.1% | $4,871+39.1% | $5,287+28.1% |
| Admin fee / account holder | $269 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |