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 | $50,069 | $153,772-67.4% | $133,980-62.6% | $273,961-81.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 14.18% | 36.51%-22.3pp | 29.30%-15.1pp | 41.45%-27.3pp |
| Employer contribution / active EE | $1,646 | $6,029-72.7% | $5,211-68.4% | $4,869-66.2% |
| Participant deferral / active EE | $4,419 | $6,958-36.5% | $6,282-29.7% | $5,287-16.4% |
| Admin fee / account holder | $115 | $11,765-99.0% | $9,324-98.8% | $10,132-98.9% |