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 | $52,620 | $215,361-75.6% | $171,082-69.2% | $273,961-80.8% |
| Participation rate | 86.4% | 82.0%+4.3pp | 76.7%+9.7pp | 83.0%+3.3pp |
| Annual return | 7.73% | 25.14%-17.4pp | 32.56%-24.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $867 | $4,967-82.5% | $4,002-78.3% | $4,869-82.2% |
| Participant deferral / active EE | $2,295 | $5,543-58.6% | $4,797-52.2% | $5,287-56.6% |
| Admin fee / account holder | $41 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |