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 | $65,911 | $76,552-13.9% | $123,892-46.8% | $62,891+4.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.55% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,520 | $2,883-12.6% | $4,617-45.4% | $2,281+10.5% |
| Participant deferral / active EE | $6,571 | $4,840+35.8% | $5,984+9.8% | $3,203+105.2% |
| Admin fee / account holder | $194 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |