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 | $43,325 | $177,572-75.6% | $154,803-72.0% | $142,382-69.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.10% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,349 | $4,810-71.9% | $4,305-68.7% | $4,299-68.6% |
| Participant deferral / active EE | $5,756 | $6,272-8.2% | $5,540+3.9% | $6,507-11.5% |
| Admin fee / account holder | $290 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |