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 | $88,345 | $86,929+1.6% | $102,423-13.7% | $80,856+9.3% |
| Participation rate | 78.2% | 72.4%+5.8pp | 76.5%+1.7pp | 67.6%+10.6pp |
| Annual return | 13.17% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,147 | $2,369-51.6% | $3,023-62.1% | $2,755-58.4% |
| Participant deferral / active EE | $4,619 | $4,118+12.2% | $5,053-8.6% | $4,296+7.5% |
| Admin fee / account holder | $295 | $8,049-96.3% | $9,451-96.9% | $6,918-95.7% |