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 | $78,831 | $56,897+38.6% | $84,750-7.0% | $62,891+25.3% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 8.58% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,598 | $2,400-33.4% | $3,574-55.3% | $2,281-29.9% |
| Participant deferral / active EE | $2,949 | $2,709+8.8% | $3,712-20.6% | $3,203-7.9% |
| Admin fee / account holder | $294 | $3,581-91.8% | $5,332-94.5% | $4,296-93.2% |