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 | $50,894 | $49,025+3.8% | $87,507-41.8% | $62,891-19.1% |
| Participation rate | 75.0% | 64.9%+10.1pp | 73.8%+1.2pp | 69.3%+5.7pp |
| Annual return | 10.16% | 10.02%+0.1pp | 12.21%-2.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,230 | $1,372-10.4% | $2,550-51.8% | $2,281-46.1% |
| Participant deferral / active EE | $4,405 | $2,289+92.4% | $3,149+39.9% | $3,203+37.5% |
| Admin fee / account holder | $35 | $4,065-99.1% | $4,221-99.2% | $4,296-99.2% |