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 | $45,851 | $149,679-69.4% | $117,039-60.8% | $147,584-68.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.70% | 19.31%-5.6pp | 18.95%-5.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $7,574 | $4,937+53.4% | $3,785+100.1% | $4,876+55.3% |
| Participant deferral / active EE | $6,005 | $4,912+22.2% | $3,929+52.8% | $5,439+10.4% |
| Admin fee / account holder | $205 | $7,856-97.4% | $5,974-96.6% | $10,885-98.1% |