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 | $71,727 | $85,766-16.4% | $136,294-47.4% | $70,131+2.3% |
| Participation rate | 74.4% | 74.2%+0.2pp | 81.9%-7.6pp | 69.5%+4.8pp |
| Annual return | 18.63% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,356 | $2,966-20.6% | $4,695-49.8% | $2,342+0.6% |
| Participant deferral / active EE | $5,447 | $5,051+7.8% | $6,247-12.8% | $3,332+63.5% |
| Admin fee / account holder | $276 | $5,420-94.9% | $9,243-97.0% | $4,645-94.0% |