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 | $88,999 | $89,355-0.4% | $141,162-37.0% | $72,985+21.9% |
| Participation rate | 83.0% | 75.1%+7.9pp | 82.5%+0.5pp | 69.5%+13.5pp |
| Annual return | 24.02% | 111.85%-87.8pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,349 | $3,114-24.6% | $4,735-50.4% | $2,440-3.7% |
| Participant deferral / active EE | $5,053 | $5,418-6.7% | $6,709-24.7% | $3,607+40.1% |
| Admin fee / account holder | $208 | $5,958-96.5% | $10,261-98.0% | $5,124-95.9% |