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 | $53,710 | $153,772-65.1% | $133,980-59.9% | $273,961-80.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 24.82% | 36.51%-11.7pp | 29.30%-4.5pp | 41.45%-16.6pp |
| Employer contribution / active EE | $21,725 | $6,029+260.3% | $5,211+316.9% | $4,869+346.2% |
| Participant deferral / active EE | $21,000 | $6,958+201.8% | $6,282+234.3% | $5,287+297.2% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |