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 | $53,421 | $86,929-38.5% | $102,423-47.8% | $80,856-33.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.08% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,055 | $2,369-13.3% | $3,023-32.0% | $2,755-25.4% |
| Participant deferral / active EE | $5,185 | $4,118+25.9% | $5,053+2.6% | $4,296+20.7% |
| Admin fee / account holder | $239 | $8,049-97.0% | $9,451-97.5% | $6,918-96.6% |