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 | $104,954 | $76,552+37.1% | $123,892-15.3% | $62,891+66.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.79% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,933 | $2,883+1.7% | $4,617-36.5% | $2,281+28.6% |
| Participant deferral / active EE | $6,833 | $4,840+41.2% | $5,984+14.2% | $3,203+113.3% |
| Admin fee / account holder | $292 | $4,826-94.0% | $8,357-96.5% | $4,296-93.2% |