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 | $117,030 | $104,251+12.3% | $91,001+28.6% | $147,584-20.7% |
| Participation rate | 78.9% | 78.2%+0.7pp | 75.6%+3.3pp | 82.8%-3.9pp |
| Annual return | 19.46% | 27.06%-7.6pp | 4.60%+14.9pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,690 | $3,116-13.7% | $2,456+9.6% | $4,876-44.8% |
| Participant deferral / active EE | $6,410 | $4,195+52.8% | $3,547+80.7% | $5,439+17.9% |
| Admin fee / account holder | $143 | $8,948-98.4% | $5,417-97.4% | $10,885-98.7% |