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 | $32,703 | $106,515-69.3% | $96,683-66.2% | $139,434-76.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 38.43%-24.7pp | 35.69%-22.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $6,663 | $4,103+62.4% | $3,737+78.3% | $4,751+40.2% |
| Participant deferral / active EE | $5,106 | $5,454-6.4% | $4,878+4.7% | $6,710-23.9% |
| Admin fee / account holder | $167 | $7,877-97.9% | $6,730-97.5% | $11,403-98.5% |