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 | $75,351 | $81,248-7.3% | $155,509-51.5% | $80,856-6.8% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 13.56% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,116 | $3,100-31.8% | $4,672-54.7% | $2,755-23.2% |
| Participant deferral / active EE | $3,982 | $3,452+15.4% | $5,626-29.2% | $4,296-7.3% |
| Admin fee / account holder | $150 | $7,997-98.1% | $15,912-99.1% | $6,918-97.8% |