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 5-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 | $52,744 | $80,673-34.6% | $101,326-47.9% | $84,808-37.8% |
| Participation rate | 76.9% | 77.8%-0.9pp | 81.5%-4.6pp | 68.3%+8.6pp |
| Annual return | 16.85% | 38.95%-22.1pp | 36.82%-20.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,508 | $2,698-7.0% | $3,665-31.6% | $2,631-4.7% |
| Participant deferral / active EE | $9,024 | $6,840+31.9% | $7,994+12.9% | $4,212+114.3% |
| Admin fee / account holder | $130 | $12,784-99.0% | $11,185-98.8% | $7,344-98.2% |