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 | $61,989 | $80,968-23.4% | $96,544-35.8% | $75,163-17.5% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 13.71% | 27.06%-13.4pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $670 | $2,282-70.6% | $2,965-77.4% | $2,670-74.9% |
| Participant deferral / active EE | $6,267 | $3,928+59.5% | $4,851+29.2% | $4,125+51.9% |
| Admin fee / account holder | $147 | $6,724-97.8% | $8,252-98.2% | $5,651-97.4% |