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 | $69,910 | $72,492-3.6% | $87,100-19.7% | $72,985-4.2% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 21.53% | 24.46%-2.9pp | 28.19%-6.7pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,425 | $1,894+28.0% | $2,521-3.8% | $2,440-0.6% |
| Participant deferral / active EE | $2,998 | $3,270-8.3% | $4,049-26.0% | $3,607-16.9% |
| Admin fee / account holder | $14 | $5,055-99.7% | $7,497-99.8% | $5,124-99.7% |