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 | $59,375 | $45,035+31.8% | $62,995-5.7% | $70,131-15.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.63% | 18.76%+1.9pp | 87.57%-66.9pp | 73.14%-52.5pp |
| Employer contribution / active EE | $7,766 | $2,051+278.6% | $2,759+181.5% | $2,342+231.6% |
| Participant deferral / active EE | $7,518 | $2,465+205.0% | $3,329+125.8% | $3,332+125.6% |
| Admin fee / account holder | $218 | $2,834-92.3% | $3,600-94.0% | $4,645-95.3% |