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 | $73,787+11.5% | $98,716-16.7% | $82,448-0.2% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.3%+3.1pp | 68.1%+4.3pp |
| Annual return | 13.82% | 18.57%-4.7pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,454 | $1,511-3.8% | $2,279-36.2% | $2,551-43.0% |
| Participant deferral / active EE | $3,571 | $3,081+15.9% | $4,048-11.8% | $4,139-13.7% |
| Admin fee / account holder | $177 | $6,500-97.3% | $8,703-98.0% | $7,234-97.5% |