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 | $88,921 | $78,926+12.7% | $136,749-35.0% | $84,808+4.8% |
| Participation rate | 96.3% | 62.2%+34.1pp | 72.1%+24.2pp | 68.3%+28.0pp |
| Annual return | 12.76% | 18.17%-5.4pp | 24.33%-11.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,852 | $2,134-13.2% | $3,400-45.5% | $2,631-29.6% |
| Participant deferral / active EE | $2,959 | $3,168-6.6% | $4,692-36.9% | $4,212-29.7% |
| Admin fee / account holder | $38 | $6,369-99.4% | $11,386-99.7% | $7,344-99.5% |