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 | $39,081 | $153,772-74.6% | $133,980-70.8% | $273,961-85.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.77% | 36.51%-19.7pp | 29.30%-12.5pp | 41.45%-24.7pp |
| Employer contribution / active EE | $14,553 | $6,029+141.4% | $5,211+179.3% | $4,869+198.9% |
| Participant deferral / active EE | $12,074 | $6,958+73.5% | $6,282+92.2% | $5,287+128.4% |
| Admin fee / account holder | $203 | $11,765-98.3% | $9,324-97.8% | $10,132-98.0% |