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 | $54,890 | $105,859-48.1% | $90,160-39.1% | $147,584-62.8% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.00% | 37.63%-18.6pp | 34.88%-15.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $7,490 | $4,126+81.5% | $3,318+125.7% | $4,876+53.6% |
| Participant deferral / active EE | $14,997 | $5,733+161.6% | $5,288+183.6% | $5,439+175.7% |
| Admin fee / account holder | $242 | $8,046-97.0% | $5,943-95.9% | $10,885-97.8% |