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 | $69,553 | $101,069-31.2% | $81,478-14.6% | $147,584-52.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 30.19% | 32.40%-2.2pp | 38.78%-8.6pp | 578.55%-548.4pp |
| Employer contribution / active EE | $11,740 | $3,205+266.3% | $2,568+357.2% | $4,876+140.8% |
| Participant deferral / active EE | $3,383 | $4,242-20.3% | $3,537-4.4% | $5,439-37.8% |
| Admin fee / account holder | $32 | $5,812-99.4% | $4,561-99.3% | $10,885-99.7% |