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 | $37,273 | $153,772-75.8% | $133,980-72.2% | $273,961-86.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.72% | 36.51%-28.8pp | 29.30%-21.6pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,249 | $6,029-46.1% | $5,211-37.7% | $4,869-33.3% |
| Participant deferral / active EE | $8,311 | $6,958+19.4% | $6,282+32.3% | $5,287+57.2% |
| Admin fee / account holder | $288 | $11,765-97.6% | $9,324-96.9% | $10,132-97.2% |