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 | $51,349 | $153,772-66.6% | $133,980-61.7% | $273,961-81.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.90% | 36.51%-26.6pp | 29.30%-19.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,439 | $6,029-59.6% | $5,211-53.2% | $4,869-49.9% |
| Participant deferral / active EE | $11,475 | $6,958+64.9% | $6,282+82.7% | $5,287+117.0% |
| Admin fee / account holder | $207 | $11,765-98.2% | $9,324-97.8% | $10,132-98.0% |