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 | $62,127 | $181,894-65.8% | $156,549-60.3% | $273,961-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.28% | 30.74%-12.5pp | 32.23%-14.0pp | 41.45%-23.2pp |
| Employer contribution / active EE | $11,204 | $6,248+79.3% | $5,501+103.7% | $4,869+130.1% |
| Participant deferral / active EE | $8,380 | $5,550+51.0% | $4,871+72.0% | $5,287+58.5% |
| Admin fee / account holder | $116 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |