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 | $61,669 | $60,349+2.2% | $74,183-16.9% | $62,891-1.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 14.73% | 21.37%-6.6pp | 17.74%-3.0pp | 20.14%-5.4pp |
| Employer contribution / active EE | $1,667 | $1,680-0.8% | $2,370-29.7% | $2,281-26.9% |
| Participant deferral / active EE | $4,280 | $2,856+49.8% | $3,550+20.6% | $3,203+33.6% |
| Admin fee / account holder | $118 | $4,261-97.2% | $5,586-97.9% | $4,296-97.3% |