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 | $46,608 | $181,894-74.4% | $156,549-70.2% | $273,961-83.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.15% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,589 | $6,248-26.5% | $5,501-16.6% | $4,869-5.7% |
| Participant deferral / active EE | $7,683 | $5,550+38.4% | $4,871+57.7% | $5,287+45.3% |
| Admin fee / account holder | $81 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |