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 | $72,193 | $76,552-5.7% | $123,892-41.7% | $62,891+14.8% |
| Participation rate | 87.1% | 73.0%+14.1pp | 81.4%+5.7pp | 69.3%+17.8pp |
| Annual return | 9.84% | 18.68%-8.8pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,332 | $2,883-19.1% | $4,617-49.5% | $2,281+2.3% |
| Participant deferral / active EE | $5,785 | $4,840+19.5% | $5,984-3.3% | $3,203+80.6% |
| Admin fee / account holder | $51 | $4,826-98.9% | $8,357-99.4% | $4,296-98.8% |