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 | $68,631 | $61,605+11.4% | $112,229-38.8% | $75,163-8.7% |
| Participation rate | 92.7% | 61.7%+31.0pp | 72.4%+20.3pp | 67.2%+25.5pp |
| Annual return | 17.27% | 28.47%-11.2pp | 30.20%-12.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,472 | $2,015+22.6% | $3,430-27.9% | $2,670-7.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $36 | $4,862-99.2% | $7,748-99.5% | $5,651-99.4% |