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 | $71,274 | $109,359-34.8% | $162,163-56.0% | $72,985-2.3% |
| Participation rate | 86.2% | 84.3%+2.0pp | 87.6%-1.3pp | 69.5%+16.7pp |
| Annual return | 31.18% | 25.46%+5.7pp | 115.59%-84.4pp | 81.00%-49.8pp |
| Employer contribution / active EE | $1,567 | $3,907-59.9% | $5,614-72.1% | $2,440-35.8% |
| Participant deferral / active EE | $4,050 | $5,481-26.1% | $7,298-44.5% | $3,607+12.3% |
| Admin fee / account holder | $196 | $7,972-97.5% | $10,843-98.2% | $5,124-96.2% |