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 | $50,785 | $168,632-69.9% | $147,614-65.6% | $125,391-59.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.89% | 77.65%-76.8pp | 61.98%-61.1pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,333 | $6,252-62.7% | $5,564-58.1% | $4,866-52.1% |
| Participant deferral / active EE | $3,997 | $5,507-27.4% | $4,895-18.3% | $5,352-25.3% |
| Admin fee / account holder | $17 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |