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 | $77,729 | $56,897+36.6% | $84,750-8.3% | $62,891+23.6% |
| Participation rate | 98.2% | 68.5%+29.7pp | 76.6%+21.6pp | 69.3%+28.9pp |
| Annual return | 6.38% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,062 | $2,400+69.3% | $3,574+13.6% | $2,281+78.1% |
| Participant deferral / active EE | $3,882 | $2,709+43.3% | $3,712+4.6% | $3,203+21.2% |
| Admin fee / account holder | $202 | $3,581-94.3% | $5,332-96.2% | $4,296-95.3% |