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 | $51,676 | $181,894-71.6% | $156,549-67.0% | $273,961-81.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.91% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $8,177 | $6,248+30.9% | $5,501+48.6% | $4,869+67.9% |
| Participant deferral / active EE | $4,178 | $5,550-24.7% | $4,871-14.2% | $5,287-21.0% |
| Admin fee / account holder | $144 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |