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 | $51,121 | $60,349-15.3% | $74,183-31.1% | $62,891-18.7% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 9.43% | 21.37%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $436 | $1,680-74.1% | $2,370-81.6% | $2,281-80.9% |
| Participant deferral / active EE | $3,045 | $2,856+6.6% | $3,550-14.2% | $3,203-4.9% |
| Admin fee / account holder | $183 | $4,261-95.7% | $5,586-96.7% | $4,296-95.7% |