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 | $87,103 | $76,552+13.8% | $123,892-29.7% | $62,891+38.5% |
| Participation rate | 92.5% | 73.0%+19.5pp | 81.4%+11.1pp | 69.3%+23.2pp |
| Annual return | 7.85% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,811 | $2,883-2.5% | $4,617-39.1% | $2,281+23.2% |
| Participant deferral / active EE | $5,786 | $4,840+19.5% | $5,984-3.3% | $3,203+80.6% |
| Admin fee / account holder | $2 | $4,826-100.0% | $8,357-100.0% | $4,296-99.9% |