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 | $63,403 | $56,110+13.0% | $94,993-33.3% | $70,131-9.6% |
| Participation rate | 72.1% | 65.0%+7.1pp | 73.9%-1.8pp | 69.5%+2.6pp |
| Annual return | 25.21% | 51.02%-25.8pp | 27.12%-1.9pp | 73.14%-47.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,888 | $2,391+104.4% | $3,317+47.3% | $3,332+46.7% |
| Admin fee / account holder | $131 | $3,456-96.2% | $4,960-97.3% | $4,645-97.2% |