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 | $71,170 | $86,286-17.5% | $111,297-36.1% | $85,850-17.1% |
| Participation rate | 97.0% | 73.3%+23.6pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 14.41% | 19.99%-5.6pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,439 | $2,043+117.2% | $2,731+62.5% | $2,565+73.0% |
| Participant deferral / active EE | $4,611 | $3,641+26.7% | $4,487+2.8% | $3,952+16.7% |
| Admin fee / account holder | $298 | $8,188-96.4% | $7,964-96.3% | $6,260-95.2% |