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 | $66,678 | $78,422-15.0% | $95,952-30.5% | $79,858-16.5% |
| Participation rate | 81.0% | 73.5%+7.5pp | 77.1%+3.9pp | 69.6%+11.3pp |
| Annual return | 26.56% | 19.37%+7.2pp | 91.61%-65.1pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,467 | $1,945-24.6% | $2,541-42.3% | $2,471-40.6% |
| Participant deferral / active EE | $3,096 | $3,440-10.0% | $4,167-25.7% | $3,740-17.2% |
| Admin fee / account holder | $158 | $5,622-97.2% | $6,795-97.7% | $5,306-97.0% |