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 | $60,823 | $84,233-27.8% | $170,442-64.3% | $70,131-13.3% |
| Participation rate | 79.5% | 70.8%+8.7pp | 83.6%-4.1pp | 69.5%+9.9pp |
| Annual return | 18.03% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,422 | $3,387-28.5% | $5,433-55.4% | $2,342+3.4% |
| Participant deferral / active EE | $3,527 | $3,086+14.3% | $4,939-28.6% | $3,332+5.9% |
| Admin fee / account holder | $119 | $5,698-97.9% | $13,880-99.1% | $4,645-97.4% |