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 | $50,984 | $181,894-72.0% | $156,549-67.4% | $273,961-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.27% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $12,776 | $6,248+104.5% | $5,501+132.2% | $4,869+162.4% |
| Participant deferral / active EE | $6,638 | $5,550+19.6% | $4,871+36.3% | $5,287+25.5% |
| Admin fee / account holder | $229 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |