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 | $60,362 | $110,257-45.3% | $96,544-37.5% | $139,434-56.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 13.68% | 26.32%-12.6pp | 25.84%-12.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,678 | $3,620-26.0% | $2,965-9.7% | $4,751-43.6% |
| Participant deferral / active EE | $5,896 | $5,548+6.3% | $4,851+21.5% | $6,710-12.1% |
| Admin fee / account holder | $93 | $11,591-99.2% | $8,252-98.9% | $11,403-99.2% |