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 | $50,371 | $181,894-72.3% | $156,549-67.8% | $273,961-81.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 5.39% | 30.74%-25.4pp | 32.23%-26.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $4,220 | $6,248-32.5% | $5,501-23.3% | $4,869-13.3% |
| Participant deferral / active EE | $8,542 | $5,550+53.9% | $4,871+75.4% | $5,287+61.6% |
| Admin fee / account holder | $44 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |