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 | $82,246 | $74,927+9.8% | $101,794-19.2% | $84,808-3.0% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.2%+3.2pp | 68.3%+4.1pp |
| Annual return | 13.82% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,454 | $1,522-4.5% | $2,289-36.5% | $2,631-44.7% |
| Participant deferral / active EE | $3,571 | $3,099+15.2% | $4,084-12.6% | $4,212-15.2% |
| Admin fee / account holder | $177 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |