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 | $25,055 | $135,952-81.6% | $123,892-79.8% | $273,961-90.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.09% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $12,182 | $5,170+135.6% | $4,617+163.9% | $4,869+150.2% |
| Participant deferral / active EE | $5,560 | $6,343-12.3% | $5,984-7.1% | $5,287+5.2% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |