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 | $86,935 | $84,233+3.2% | $170,442-49.0% | $70,131+24.0% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 16.51% | 23.06%-6.5pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,330 | $3,387-31.2% | $5,433-57.1% | $2,342-0.5% |
| Participant deferral / active EE | $5,591 | $3,086+81.2% | $4,939+13.2% | $3,332+67.8% |
| Admin fee / account holder | $279 | $5,698-95.1% | $13,880-98.0% | $4,645-94.0% |