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 | $50,765 | $181,894-72.1% | $156,549-67.6% | $273,961-81.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.73% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,321 | $6,248-46.8% | $5,501-39.6% | $4,869-31.8% |
| Participant deferral / active EE | $8,396 | $5,550+51.3% | $4,871+72.4% | $5,287+58.8% |
| Admin fee / account holder | $9 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |