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 | $67,711 | $51,708+30.9% | $106,619-36.5% | $62,891+7.7% |
| Participation rate | 74.2% | 66.9%+7.3pp | 78.0%-3.8pp | 69.3%+4.9pp |
| Annual return | 6.69% | 4.69%+2.0pp | 9.42%-2.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,207 | $1,764+25.1% | $3,947-44.1% | $2,281-3.2% |
| Participant deferral / active EE | $4,398 | $2,315+90.0% | $3,930+11.9% | $3,203+37.3% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |