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 | $56,690 | $72,492-21.8% | $87,100-34.9% | $72,985-22.3% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.9%+18.3pp | 69.5%+25.6pp |
| Annual return | 34.57% | 24.46%+10.1pp | 28.19%+6.4pp | 81.00%-46.4pp |
| Employer contribution / active EE | $2,602 | $1,894+37.4% | $2,521+3.2% | $2,440+6.6% |
| Participant deferral / active EE | $6,380 | $3,270+95.1% | $4,049+57.6% | $3,607+76.9% |
| Admin fee / account holder | $277 | $5,055-94.5% | $7,497-96.3% | $5,124-94.6% |