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 | $66,956 | $60,349+10.9% | $74,183-9.7% | $62,891+6.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.24% | 21.37%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,216 | $1,680+31.9% | $2,370-6.5% | $2,281-2.9% |
| Participant deferral / active EE | $4,867 | $2,856+70.4% | $3,550+37.1% | $3,203+52.0% |
| Admin fee / account holder | $83 | $4,261-98.1% | $5,586-98.5% | $4,296-98.1% |