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 | $53,193 | $181,894-70.8% | $156,549-66.0% | $273,961-80.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.40% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $10,019 | $6,248+60.4% | $5,501+82.1% | $4,869+105.8% |
| Participant deferral / active EE | $7,480 | $5,550+34.8% | $4,871+53.6% | $5,287+41.5% |
| Admin fee / account holder | $144 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |