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 | $81,570 | $67,606+20.7% | $82,313-0.9% | $70,131+16.3% |
| Participation rate | 79.8% | 72.8%+7.0pp | 76.9%+2.9pp | 69.5%+10.2pp |
| Annual return | 13.89% | 21.57%-7.7pp | 25.88%-12.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,691 | $1,755-3.6% | $2,428-30.4% | $2,342-27.8% |
| Participant deferral / active EE | $3,874 | $2,987+29.7% | $3,706+4.5% | $3,332+16.3% |
| Admin fee / account holder | -$24 | $4,512-100.5% | $5,608-100.4% | $4,645-100.5% |