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 | $80,593 | $153,772-47.6% | $133,980-39.8% | $273,961-70.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 11.43% | 36.51%-25.1pp | 29.30%-17.9pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,734 | $6,029-71.2% | $5,211-66.7% | $4,869-64.4% |
| Participant deferral / active EE | $5,521 | $6,958-20.7% | $6,282-12.1% | $5,287+4.4% |
| Admin fee / account holder | $96 | $11,765-99.2% | $9,324-99.0% | $10,132-99.0% |