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 | $52,896 | $181,894-70.9% | $156,549-66.2% | $273,961-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.77% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $14,108 | $6,248+125.8% | $5,501+156.4% | $4,869+189.8% |
| Participant deferral / active EE | $8,455 | $5,550+52.3% | $4,871+73.6% | $5,287+59.9% |
| Admin fee / account holder | $1 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |