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 | $60,469 | $65,685-7.9% | $57,179+5.8% | $273,961-77.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.51% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $5,044 | $3,279+53.8% | $2,682+88.0% | $4,869+3.6% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $100 | $4,835-97.9% | $3,139-96.8% | $10,132-99.0% |