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 | $52,242 | $76,552-31.8% | $123,892-57.8% | $62,891-16.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.95% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,987 | $2,883+3.6% | $4,617-35.3% | $2,281+30.9% |
| Participant deferral / active EE | $6,569 | $4,840+35.7% | $5,984+9.8% | $3,203+105.1% |
| Admin fee / account holder | $80 | $4,826-98.3% | $8,357-99.0% | $4,296-98.1% |