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 | $50,181 | $181,894-72.4% | $156,549-67.9% | $273,961-81.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.30% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $8,256 | $6,248+32.1% | $5,501+50.1% | $4,869+69.6% |
| Participant deferral / active EE | $6,555 | $5,550+18.1% | $4,871+34.6% | $5,287+24.0% |
| Admin fee / account holder | $31 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |