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 | $38,173 | $39,122-2.4% | $57,179-33.2% | $62,891-39.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.73% | 9.23%+2.5pp | 14.59%-2.9pp | 20.14%-8.4pp |
| Employer contribution / active EE | $6,641 | $1,874+254.4% | $2,682+147.6% | $2,281+191.2% |
| Participant deferral / active EE | $6,501 | $2,374+173.9% | $3,096+110.0% | $3,203+103.0% |
| Admin fee / account holder | $253 | $2,592-90.2% | $3,139-91.9% | $4,296-94.1% |