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 | $66,791 | $77,634-14.0% | $156,549-57.3% | $62,891+6.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.59% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,934 | $3,444-14.8% | $5,501-46.7% | $2,281+28.6% |
| Participant deferral / active EE | $5,622 | $3,045+84.6% | $4,871+15.4% | $3,203+75.5% |
| Admin fee / account holder | $272 | $5,561-95.1% | $13,027-97.9% | $4,296-93.7% |