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 | $64,143 | $60,349+6.3% | $74,183-13.5% | $62,891+2.0% |
| Participation rate | 87.1% | 72.7%+14.4pp | 76.6%+10.5pp | 69.3%+17.8pp |
| Annual return | 17.44% | 21.37%-3.9pp | 17.74%-0.3pp | 20.14%-2.7pp |
| Employer contribution / active EE | $1,043 | $1,680-37.9% | $2,370-56.0% | $2,281-54.3% |
| Participant deferral / active EE | $3,619 | $2,856+26.7% | $3,550+2.0% | $3,203+13.0% |
| Admin fee / account holder | $20 | $4,261-99.5% | $5,586-99.6% | $4,296-99.5% |