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 | $62,583 | $80,968-22.7% | $96,544-35.2% | $75,163-16.7% |
| Participation rate | 94.1% | 71.8%+22.4pp | 76.0%+18.2pp | 67.2%+26.9pp |
| Annual return | 20.01% | 27.06%-7.1pp | 25.84%-5.8pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,854 | $2,282+68.9% | $2,965+30.0% | $2,670+44.4% |
| Participant deferral / active EE | $4,245 | $3,928+8.1% | $4,851-12.5% | $4,125+2.9% |
| Admin fee / account holder | $298 | $6,724-95.6% | $8,252-96.4% | $5,651-94.7% |