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 | $46,292 | $183,519-74.8% | $155,509-70.2% | $145,922-68.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 15.38% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,663 | $5,313-49.9% | $4,672-43.0% | $4,660-42.8% |
| Participant deferral / active EE | $6,221 | $6,462-3.7% | $5,626+10.6% | $6,688-7.0% |
| Admin fee / account holder | $279 | $19,313-98.6% | $15,912-98.2% | $13,397-97.9% |