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 | $66,924 | $89,355-25.1% | $141,162-52.6% | $72,985-8.3% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 23.63% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,139 | $3,114-31.3% | $4,735-54.8% | $2,440-12.3% |
| Participant deferral / active EE | $4,065 | $5,418-25.0% | $6,709-39.4% | $3,607+12.7% |
| Admin fee / account holder | $192 | $5,958-96.8% | $10,261-98.1% | $5,124-96.3% |