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 | $54,965 | $76,552-28.2% | $123,892-55.6% | $62,891-12.6% |
| Participation rate | 84.2% | 73.0%+11.2pp | 81.4%+2.8pp | 69.3%+14.9pp |
| Annual return | 7.35% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,037 | $2,883+40.0% | $4,617-12.6% | $2,281+77.0% |
| Participant deferral / active EE | $8,406 | $4,840+73.7% | $5,984+40.5% | $3,203+162.4% |
| Admin fee / account holder | $52 | $4,826-98.9% | $8,357-99.4% | $4,296-98.8% |