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 | $54,058 | $67,411-19.8% | $91,001-40.6% | $70,131-22.9% |
| Participation rate | 87.5% | 71.4%+16.1pp | 75.6%+11.9pp | 69.5%+18.0pp |
| Annual return | 18.31% | -40.16%+58.5pp | 4.60%+13.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,185 | $1,786+78.3% | $2,456+29.7% | $2,342+36.0% |
| Participant deferral / active EE | $3,990 | $2,823+41.3% | $3,547+12.5% | $3,332+19.8% |
| Admin fee / account holder | $198 | $4,236-95.3% | $5,417-96.3% | $4,645-95.7% |