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 | $64,457 | $76,552-15.8% | $123,892-48.0% | $62,891+2.5% |
| Participation rate | 89.3% | 73.0%+16.3pp | 81.4%+7.9pp | 69.3%+20.0pp |
| Annual return | 5.98% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,527 | $2,883+22.4% | $4,617-23.6% | $2,281+54.6% |
| Participant deferral / active EE | $6,915 | $4,840+42.9% | $5,984+15.6% | $3,203+115.9% |
| Admin fee / account holder | $182 | $4,826-96.2% | $8,357-97.8% | $4,296-95.8% |