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 | $63,343 | $76,552-17.3% | $123,892-48.9% | $62,891+0.7% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 14.26% | 18.68%-4.4pp | 47.52%-33.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $1,529 | $2,883-46.9% | $4,617-66.9% | $2,281-32.9% |
| Participant deferral / active EE | $3,949 | $4,840-18.4% | $5,984-34.0% | $3,203+23.3% |
| Admin fee / account holder | $191 | $4,826-96.0% | $8,357-97.7% | $4,296-95.6% |