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 | $77,358 | $94,625-18.2% | $116,228-33.4% | $84,808-8.8% |
| Participation rate | 92.9% | 70.4%+22.4pp | 74.6%+18.3pp | 68.3%+24.5pp |
| Annual return | 14.84% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $765 | $2,347-67.4% | $2,994-74.5% | $2,631-70.9% |
| Participant deferral / active EE | $3,823 | $3,972-3.7% | $4,953-22.8% | $4,212-9.2% |
| Admin fee / account holder | $80 | $10,091-99.2% | $11,989-99.3% | $7,344-98.9% |