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 | $61,662 | $57,828+6.6% | $117,039-47.3% | $70,131-12.1% |
| Participation rate | 73.3% | 67.1%+6.2pp | 77.2%-3.9pp | 69.5%+3.8pp |
| Annual return | 17.78% | 17.55%+0.2pp | 18.95%-1.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,256 | $1,816+24.2% | $3,785-40.4% | $2,342-3.7% |
| Participant deferral / active EE | $3,264 | $2,438+33.9% | $3,929-16.9% | $3,332-2.0% |
| Admin fee / account holder | $255 | $3,548-92.8% | $5,974-95.7% | $4,645-94.5% |