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 7-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 | $110,537 | $105,630+4.6% | $87,507+26.3% | $273,961-59.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 1.99% | 12.25%-10.3pp | 12.21%-10.2pp | 41.45%-39.5pp |
| Employer contribution / active EE | $17,437 | $3,141+455.2% | $2,550+583.9% | $4,869+258.1% |
| Participant deferral / active EE | $15,335 | $3,601+325.9% | $3,149+387.0% | $5,287+190.0% |
| Admin fee / account holder | $202 | $4,781-95.8% | $4,221-95.2% | $10,132-98.0% |