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 | $69,278 | $63,346+9.4% | $92,233-24.9% | $70,131-1.2% |
| Participation rate | 80.4% | 68.7%+11.7pp | 76.5%+3.9pp | 69.5%+10.9pp |
| Annual return | 21.80% | 530.12%-508.3pp | 176.28%-154.5pp | 73.14%-51.3pp |
| Employer contribution / active EE | $3,857 | $2,471+56.1% | $3,679+4.8% | $2,342+64.6% |
| Participant deferral / active EE | $2,872 | $2,854+0.6% | $3,897-26.3% | $3,332-13.8% |
| Admin fee / account holder | $182 | $3,840-95.2% | $5,194-96.5% | $4,645-96.1% |