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 | $53,409 | $167,484-68.1% | $151,611-64.8% | $134,475-60.3% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | 21.91% | 7.80%+14.1pp | 3.33%+18.6pp | 417.96%-396.1pp |
| Employer contribution / active EE | $2,870 | $6,829-58.0% | $6,166-53.5% | $4,740-39.5% |
| Participant deferral / active EE | $6,551 | $8,986-27.1% | $8,363-21.7% | $6,400+2.4% |
| Admin fee / account holder | $195 | $13,783-98.6% | $11,616-98.3% | $11,426-98.3% |