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 | $66,648 | $105,630-36.9% | $87,507-23.8% | $273,961-75.7% |
| Participation rate | 76.2% | 78.2%-2.0pp | 73.8%+2.4pp | 83.0%-6.8pp |
| Annual return | 11.68% | 12.25%-0.6pp | 12.21%-0.5pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,446 | $3,141-54.0% | $2,550-43.3% | $4,869-70.3% |
| Participant deferral / active EE | $3,246 | $3,601-9.8% | $3,149+3.1% | $5,287-38.6% |
| Admin fee / account holder | $232 | $4,781-95.2% | $4,221-94.5% | $10,132-97.7% |