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 | $72,033 | $72,492-0.6% | $87,100-17.3% | $72,985-1.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 21.86% | 24.46%-2.6pp | 28.19%-6.3pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,530 | $1,894+33.6% | $2,521+0.3% | $2,440+3.7% |
| Participant deferral / active EE | $5,926 | $3,270+81.2% | $4,049+46.4% | $3,607+64.3% |
| Admin fee / account holder | $1 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |