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 | $38,121 | $167,307-77.2% | $143,757-73.5% | $134,475-71.7% |
| Participation rate | 73.9% | 84.8%-10.9pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | 14.83% | 0.46%+14.4pp | -0.04%+14.9pp | 417.96%-403.1pp |
| Employer contribution / active EE | $10,663 | $5,619+89.8% | $4,951+115.4% | $4,740+125.0% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $231 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |