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 | $51,323 | $56,897-9.8% | $84,750-39.4% | $62,891-18.4% |
| Participation rate | 89.5% | 68.5%+20.9pp | 76.6%+12.9pp | 69.3%+20.2pp |
| Annual return | 10.78% | 6.30%+4.5pp | 22.78%-12.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $669 | $2,400-72.1% | $3,574-81.3% | $2,281-70.7% |
| Participant deferral / active EE | $4,427 | $2,709+63.4% | $3,712+19.3% | $3,203+38.2% |
| Admin fee / account holder | $251 | $3,581-93.0% | $5,332-95.3% | $4,296-94.1% |