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 | $71,105 | $78,672-9.6% | $109,143-34.9% | $85,850-17.2% |
| Participation rate | 97.7% | 68.3%+29.4pp | 75.9%+21.8pp | 69.3%+28.4pp |
| Annual return | 11.68% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $6,907 | $2,735+152.6% | $3,722+85.6% | $2,565+169.3% |
| Participant deferral / active EE | $3,850 | $3,467+11.0% | $4,653-17.3% | $3,952-2.6% |
| Admin fee / account holder | $158 | $5,469-97.1% | $6,752-97.7% | $6,260-97.5% |