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 | $58,425 | $55,706+4.9% | $75,886-23.0% | $72,985-19.9% |
| Participation rate | 71.2% | 61.1%+10.0pp | 69.3%+1.9pp | 69.5%+1.7pp |
| Annual return | 29.72% | 27.59%+2.1pp | 30.76%-1.0pp | 81.00%-51.3pp |
| Employer contribution / active EE | $5,667 | $1,687+236.0% | $2,500+126.6% | $2,440+132.3% |
| Participant deferral / active EE | $2,169 | $2,634-17.7% | $3,603-39.8% | $3,607-39.9% |
| Admin fee / account holder | $235 | $3,978-94.1% | $5,418-95.7% | $5,124-95.4% |