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 | $64,245 | $53,777+19.5% | $134,143-52.1% | $79,858-19.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.24% | 19.01%-3.8pp | 36.33%-21.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,580 | $1,321+19.6% | $3,704-57.3% | $2,471-36.1% |
| Participant deferral / active EE | $3,551 | $2,420+46.7% | $3,499+1.5% | $3,740-5.1% |
| Admin fee / account holder | $157 | $3,984-96.1% | $6,684-97.7% | $5,306-97.0% |