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 | $57,136 | $123,793-53.8% | $177,821-67.9% | $79,858-28.5% |
| Participation rate | 70.0% | 84.7%-14.7pp | 87.7%-17.7pp | 69.6%+0.4pp |
| Annual return | 14.11% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $11,187 | $4,095+173.2% | $5,918+89.0% | $2,471+352.7% |
| Participant deferral / active EE | $4,778 | $5,956-19.8% | $7,714-38.1% | $3,740+27.7% |
| Admin fee / account holder | $65 | $7,243-99.1% | $12,427-99.5% | $5,306-98.8% |