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 | $43,143 | $181,894-76.3% | $156,549-72.4% | $273,961-84.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.29% | 30.74%-16.5pp | 32.23%-17.9pp | 41.45%-27.2pp |
| Employer contribution / active EE | $16,816 | $6,248+169.1% | $5,501+205.7% | $4,869+245.4% |
| Participant deferral / active EE | $8,499 | $5,550+53.1% | $4,871+74.5% | $5,287+60.8% |
| Admin fee / account holder | $251 | $15,559-98.4% | $13,027-98.1% | $10,132-97.5% |