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 | $60,135 | $154,228-61.0% | $145,433-58.7% | $137,256-56.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 12.68% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,389 | $4,804-29.5% | $4,554-25.6% | $4,156-18.5% |
| Participant deferral / active EE | $6,927 | $8,216-15.7% | $7,897-12.3% | $6,407+8.1% |
| Admin fee / account holder | $227 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |