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 | $80,338 | $80,753-0.5% | $136,294-41.1% | $62,292+29.0% |
| Participation rate | 94.1% | 73.5%+20.5pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 20.74% | 35.83%-15.1pp | 5155.94%-5135.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,937 | $2,884-32.8% | $4,695-58.8% | $2,042-5.2% |
| Participant deferral / active EE | $4,596 | $5,164-11.0% | $6,247-26.4% | $3,169+45.0% |
| Admin fee / account holder | $206 | $525-60.8% | $9,243-97.8% | $479-57.1% |