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 | $99,515 | $47,848+108.0% | $81,478+22.1% | $70,131+41.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 13.47% | 27.25%-13.8pp | 38.78%-25.3pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,853 | $1,527+21.3% | $2,568-27.8% | $2,342-20.9% |
| Participant deferral / active EE | $2,110 | $2,453-14.0% | $3,537-40.3% | $3,332-36.7% |
| Admin fee / account holder | $74 | $3,145-97.6% | $4,561-98.4% | $4,645-98.4% |