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 | $51,032 | $153,772-66.8% | $133,980-61.9% | $273,961-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.47% | 36.51%-21.0pp | 29.30%-13.8pp | 41.45%-26.0pp |
| Employer contribution / active EE | $2,644 | $6,029-56.1% | $5,211-49.3% | $4,869-45.7% |
| Participant deferral / active EE | $13,737 | $6,958+97.4% | $6,282+118.7% | $5,287+159.8% |
| Admin fee / account holder | $239 | $11,765-98.0% | $9,324-97.4% | $10,132-97.6% |