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 | $77,669 | $84,233-7.8% | $170,442-54.4% | $70,131+10.7% |
| Participation rate | 76.2% | 70.8%+5.4pp | 83.6%-7.4pp | 69.5%+6.6pp |
| Annual return | 15.93% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,912 | $3,387-43.6% | $5,433-64.8% | $2,342-18.4% |
| Participant deferral / active EE | $5,575 | $3,086+80.7% | $4,939+12.9% | $3,332+67.3% |
| Admin fee / account holder | $110 | $5,698-98.1% | $13,880-99.2% | $4,645-97.6% |