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 | $67,137 | $76,552-12.3% | $123,892-45.8% | $62,891+6.8% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 10.51% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,505 | $2,883+21.6% | $4,617-24.1% | $2,281+53.6% |
| Participant deferral / active EE | $4,933 | $4,840+1.9% | $5,984-17.6% | $3,203+54.0% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |