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 | $50,940 | $58,828-13.4% | $77,999-34.7% | $62,891-19.0% |
| Participation rate | 71.1% | 71.1%0pp | 75.5%-4.5pp | 69.3%+1.7pp |
| Annual return | 7.15% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,431 | $1,672-14.4% | $2,470-42.1% | $2,281-37.3% |
| Participant deferral / active EE | $2,701 | $2,686+0.6% | $3,497-22.8% | $3,203-15.7% |
| Admin fee / account holder | $33 | $4,393-99.3% | $5,480-99.4% | $4,296-99.2% |