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 | $79,101 | $58,512+35.2% | $84,015-5.8% | $72,985+8.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.73% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,014 | $1,163+73.2% | $1,983+1.5% | $2,440-17.5% |
| Participant deferral / active EE | $2,758 | $2,394+15.2% | $3,239-14.8% | $3,607-23.5% |
| Admin fee / account holder | $244 | $4,569-94.7% | $6,101-96.0% | $5,124-95.2% |