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 | $63,154 | $127,065-50.3% | $113,168-44.2% | $142,382-55.6% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 12.99% | 24.03%-11.0pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,497 | $3,442-27.5% | $2,975-16.1% | $4,299-41.9% |
| Participant deferral / active EE | $6,682 | $5,716+16.9% | $5,107+30.8% | $6,507+2.7% |
| Admin fee / account holder | $67 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |