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 | $63,622 | $65,365-2.7% | $92,893-31.5% | $72,985-12.8% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.0%-2.9pp | 69.5%+3.6pp |
| Annual return | 23.83% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,135 | $2,594-56.3% | $3,653-68.9% | $2,440-53.5% |
| Participant deferral / active EE | $4,033 | $3,128+28.9% | $4,236-4.8% | $3,607+11.8% |
| Admin fee / account holder | $29 | $4,251-99.3% | $5,794-99.5% | $5,124-99.4% |