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 | $76,717 | $67,606+13.5% | $82,313-6.8% | $70,131+9.4% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 12.72% | 21.57%-8.8pp | 25.88%-13.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,518 | $1,755-13.5% | $2,428-37.5% | $2,342-35.2% |
| Participant deferral / active EE | $3,419 | $2,987+14.5% | $3,706-7.7% | $3,332+2.6% |
| Admin fee / account holder | $29 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |