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 | $50,465 | $76,552-34.1% | $123,892-59.3% | $62,891-19.8% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.2pp | 69.3%+28.3pp |
| Annual return | 7.57% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,612 | $2,883-9.4% | $4,617-43.4% | $2,281+14.5% |
| Participant deferral / active EE | $3,228 | $4,840-33.3% | $5,984-46.1% | $3,203+0.8% |
| Admin fee / account holder | $128 | $4,826-97.3% | $8,357-98.5% | $4,296-97.0% |