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 | $52,989 | $181,894-70.9% | $156,549-66.2% | $273,961-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.50% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $3,202 | $6,248-48.8% | $5,501-41.8% | $4,869-34.2% |
| Participant deferral / active EE | $3,028 | $5,550-45.4% | $4,871-37.8% | $5,287-42.7% |
| Admin fee / account holder | $202 | $15,559-98.7% | $13,027-98.4% | $10,132-98.0% |