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 | $56,171 | $153,772-63.5% | $133,980-58.1% | $273,961-79.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.23% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,477 | $6,029+24.0% | $5,211+43.5% | $4,869+53.6% |
| Participant deferral / active EE | $11,549 | $6,958+66.0% | $6,282+83.8% | $5,287+118.4% |
| Admin fee / account holder | $44 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |