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 | $53,651 | $48,076+11.6% | $78,689-31.8% | $62,891-14.7% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.2pp | 69.3%+16.4pp |
| Annual return | 6.15% | 31.35%-25.2pp | 62.18%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,195 | $2,015-40.7% | $2,851-58.1% | $2,281-47.6% |
| Participant deferral / active EE | $3,359 | $2,588+29.8% | $3,517-4.5% | $3,203+4.9% |
| Admin fee / account holder | $23 | $3,207-99.3% | $4,510-99.5% | $4,296-99.5% |