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 | $87,158 | $69,977+24.6% | $108,579-19.7% | $62,891+38.6% |
| Participation rate | 72.0% | 72.9%-0.9pp | 79.6%-7.6pp | 69.3%+2.7pp |
| Annual return | 8.35% | 10.73%-2.4pp | -51.70%+60.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,442 | $2,135-32.5% | $3,758-61.6% | $2,281-36.8% |
| Participant deferral / active EE | $4,452 | $3,165+40.7% | $4,311+3.3% | $3,203+39.0% |
| Admin fee / account holder | $5 | $5,076-99.9% | $7,645-99.9% | $4,296-99.9% |