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 | $66,069 | $197,591-66.6% | $177,821-62.8% | $158,922-58.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 15.31% | 58.76%-43.5pp | 48.32%-33.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,239 | $6,697-66.6% | $5,918-62.2% | $4,761-53.0% |
| Participant deferral / active EE | $3,489 | $8,405-58.5% | $7,714-54.8% | $5,982-41.7% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |