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 | $50,319 | $45,035+11.7% | $62,995-20.1% | $70,131-28.3% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 16.08% | 18.76%-2.7pp | 87.57%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,144 | $2,465+68.1% | $3,329+24.5% | $3,332+24.4% |
| Admin fee / account holder | $187 | $2,834-93.4% | $3,600-94.8% | $4,645-96.0% |