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 | $59,930 | $181,894-67.1% | $156,549-61.7% | $273,961-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.71% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $7,805 | $6,248+24.9% | $5,501+41.9% | $4,869+60.3% |
| Participant deferral / active EE | $9,949 | $5,550+79.3% | $4,871+104.3% | $5,287+88.2% |
| Admin fee / account holder | $24 | $15,559-99.8% | $13,027-99.8% | $10,132-99.8% |