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 | $65,860 | $69,977-5.9% | $108,579-39.3% | $62,891+4.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.75% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,709 | $2,135-20.0% | $3,758-54.5% | $2,281-25.1% |
| Participant deferral / active EE | $4,004 | $3,165+26.5% | $4,311-7.1% | $3,203+25.0% |
| Admin fee / account holder | $205 | $5,076-96.0% | $7,645-97.3% | $4,296-95.2% |