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 | $71,290 | $60,349+18.1% | $74,183-3.9% | $62,891+13.4% |
| Participation rate | 90.9% | 72.7%+18.2pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 5.56% | 21.37%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,669 | $1,680+58.9% | $2,370+12.6% | $2,281+17.0% |
| Participant deferral / active EE | $3,543 | $2,856+24.1% | $3,550-0.2% | $3,203+10.6% |
| Admin fee / account holder | $216 | $4,261-94.9% | $5,586-96.1% | $4,296-95.0% |