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 | $50,593 | $215,361-76.5% | $171,082-70.4% | $273,961-81.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | 7.47% | 25.14%-17.7pp | 32.56%-25.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $13,036 | $4,967+162.5% | $4,002+225.8% | $4,869+167.8% |
| Participant deferral / active EE | $10,880 | $5,543+96.3% | $4,797+126.8% | $5,287+105.8% |
| Admin fee / account holder | $268 | $10,846-97.5% | $8,520-96.9% | $10,132-97.4% |