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 | $69,017 | $84,233-18.1% | $170,442-59.5% | $70,131-1.6% |
| Participation rate | 73.9% | 70.8%+3.1pp | 83.6%-9.7pp | 69.5%+4.4pp |
| Annual return | 15.22% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,730 | $3,387-19.4% | $5,433-49.8% | $2,342+16.5% |
| Participant deferral / active EE | $4,980 | $3,086+61.4% | $4,939+0.8% | $3,332+49.5% |
| Admin fee / account holder | $52 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |