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 | $76,622 | $84,233-9.0% | $170,442-55.0% | $70,131+9.3% |
| Participation rate | 85.0% | 70.8%+14.2pp | 83.6%+1.4pp | 69.5%+15.5pp |
| Annual return | 20.67% | 23.06%-2.4pp | 205.93%-185.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $7,161 | $3,387+111.4% | $5,433+31.8% | $2,342+205.7% |
| Participant deferral / active EE | $3,513 | $3,086+13.8% | $4,939-28.9% | $3,332+5.4% |
| Admin fee / account holder | $254 | $5,698-95.5% | $13,880-98.2% | $4,645-94.5% |