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 | $55,968 | $72,492-22.8% | $87,100-35.7% | $72,985-23.3% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 20.51% | 24.46%-3.9pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,232 | $1,894+17.9% | $2,521-11.5% | $2,440-8.5% |
| Participant deferral / active EE | $5,524 | $3,270+69.0% | $4,049+36.4% | $3,607+53.1% |
| Admin fee / account holder | $132 | $5,055-97.4% | $7,497-98.2% | $5,124-97.4% |