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 | $67,953 | $60,022+13.2% | $88,946-23.6% | $84,808-19.9% |
| Participation rate | 71.4% | 57.8%+13.6pp | 68.8%+2.6pp | 68.3%+3.1pp |
| Annual return | 20.24% | 22.43%-2.2pp | 57.82%-37.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,326 | $1,703+36.6% | $2,555-9.0% | $2,631-11.6% |
| Participant deferral / active EE | $5,419 | $3,114+74.0% | $4,581+18.3% | $4,212+28.7% |
| Admin fee / account holder | $22 | $4,811-99.5% | $8,261-99.7% | $7,344-99.7% |