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 | $68,948 | $76,367-9.7% | $93,606-26.3% | $72,985-5.5% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | 23.88% | 25.82%-1.9pp | 32.76%-8.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,128 | $2,275-50.4% | $2,718-58.5% | $2,440-53.8% |
| Participant deferral / active EE | $3,443 | $3,538-2.7% | $4,069-15.4% | $3,607-4.6% |
| Admin fee / account holder | $14 | $6,838-99.8% | $7,888-99.8% | $5,124-99.7% |