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 | $53,370 | $53,777-0.8% | $134,143-60.2% | $79,858-33.2% |
| Participation rate | 93.1% | 58.8%+34.3pp | 72.2%+20.9pp | 69.6%+23.5pp |
| Annual return | 15.08% | 19.01%-3.9pp | 36.33%-21.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,040 | $1,321-21.3% | $3,704-71.9% | $2,471-57.9% |
| Participant deferral / active EE | $5,520 | $2,420+128.1% | $3,499+57.8% | $3,740+47.6% |
| Admin fee / account holder | $251 | $3,984-93.7% | $6,684-96.2% | $5,306-95.3% |