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 | $74,238 | $86,929-14.6% | $102,423-27.5% | $80,856-8.2% |
| Participation rate | 83.8% | 72.4%+11.4pp | 76.5%+7.3pp | 67.6%+16.1pp |
| Annual return | 13.56% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,927 | $2,369-18.7% | $3,023-36.3% | $2,755-30.1% |
| Participant deferral / active EE | $4,570 | $4,118+11.0% | $5,053-9.5% | $4,296+6.4% |
| Admin fee / account holder | $255 | $8,049-96.8% | $9,451-97.3% | $6,918-96.3% |