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 | $51,948 | $89,355-41.9% | $141,162-63.2% | $72,985-28.8% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.0pp | 69.5%+22.0pp |
| Annual return | 25.31% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $3,247 | $3,114+4.2% | $4,735-31.4% | $2,440+33.1% |
| Participant deferral / active EE | $9,919 | $5,418+83.1% | $6,709+47.8% | $3,607+175.0% |
| Admin fee / account holder | $247 | $5,958-95.9% | $10,261-97.6% | $5,124-95.2% |