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 | $80,611 | $67,411+19.6% | $91,001-11.4% | $70,131+14.9% |
| Participation rate | 87.1% | 71.4%+15.7pp | 75.6%+11.5pp | 69.5%+17.6pp |
| Annual return | 20.97% | -40.16%+61.1pp | 4.60%+16.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $984 | $1,786-44.9% | $2,456-59.9% | $2,342-58.0% |
| Participant deferral / active EE | $4,723 | $2,823+67.3% | $3,547+33.1% | $3,332+41.8% |
| Admin fee / account holder | $207 | $4,236-95.1% | $5,417-96.2% | $4,645-95.5% |