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 | $85,908 | $72,277+18.9% | $101,248-15.2% | $79,858+7.6% |
| Participation rate | 78.9% | 68.5%+10.5pp | 75.8%+3.1pp | 69.6%+9.3pp |
| Annual return | 17.10% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,300 | $2,692+22.6% | $3,660-9.8% | $2,471+33.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $293 | $4,400-93.3% | $5,945-95.1% | $5,306-94.5% |