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 | $37,062 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-86.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 68.4%+6.6pp | 83.0%-8.0pp |
| Annual return | 10.46% | 2.55%+7.9pp | 5.24%+5.2pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,727 | $2,350-26.5% | $1,844-6.4% | $4,869-64.5% |
| Participant deferral / active EE | $2,176 | $2,962-26.5% | $2,591-16.0% | $5,287-58.8% |
| Admin fee / account holder | $277 | $3,725-92.6% | $2,903-90.5% | $10,132-97.3% |