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 | $67,739 | $93,571-27.6% | $135,903-50.2% | $75,163-9.9% |
| Participation rate | 74.5% | 75.2%-0.7pp | 81.9%-7.4pp | 67.2%+7.3pp |
| Annual return | 22.97% | 30.90%-7.9pp | 68.23%-45.3pp | 160.62%-137.6pp |
| Employer contribution / active EE | $2,363 | $3,537-33.2% | $4,856-51.3% | $2,670-11.5% |
| Participant deferral / active EE | $6,658 | $6,404+4.0% | $7,758-14.2% | $4,125+61.4% |
| Admin fee / account holder | $56 | $6,975-99.2% | $10,762-99.5% | $5,651-99.0% |