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 | $74,793 | $76,552-2.3% | $123,892-39.6% | $62,891+18.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.92% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $6,894 | $2,883+139.2% | $4,617+49.3% | $2,281+202.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $22 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |