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 | $53,554 | $54,762-2.2% | $90,281-40.7% | $72,985-26.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.48% | 30.63%-7.2pp | 78.10%-54.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $958 | $2,092-54.2% | $2,854-66.4% | $2,440-60.7% |
| Participant deferral / active EE | $6,260 | $2,887+116.8% | $3,885+61.1% | $3,607+73.5% |
| Admin fee / account holder | $175 | $3,972-95.6% | $5,351-96.7% | $5,124-96.6% |