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 6-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 | $59,525 | $167,307-64.4% | $143,757-58.6% | $134,475-55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 8.50% | 0.46%+8.0pp | -0.04%+8.5pp | 417.96%-409.5pp |
| Employer contribution / active EE | $18,262 | $5,619+225.0% | $4,951+268.9% | $4,740+285.3% |
| Participant deferral / active EE | $2,239 | $6,446-65.3% | $5,637-60.3% | $6,400-65.0% |
| Admin fee / account holder | $283 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |