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 | $53,242 | $153,772-65.4% | $133,980-60.3% | $273,961-80.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.77% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,348 | $6,029-77.6% | $5,211-74.1% | $4,869-72.3% |
| Participant deferral / active EE | $7,034 | $6,958+1.1% | $6,282+12.0% | $5,287+33.0% |
| Admin fee / account holder | $103 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |