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 | $141,456 | $146,267-3.3% | $197,124-28.2% | $82,448+71.6% |
| Participation rate | 74.2% | 84.0%-9.8pp | 86.7%-12.5pp | 68.1%+6.1pp |
| Annual return | 20.29% | 29.61%-9.3pp | 44.34%-24.1pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,856 | $4,723-39.5% | $6,227-54.1% | $2,551+12.0% |
| Participant deferral / active EE | $5,543 | $7,035-21.2% | $9,135-39.3% | $4,139+33.9% |
| Admin fee / account holder | $19 | $14,422-99.9% | $16,298-99.9% | $7,234-99.7% |