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 | $69,520 | $65,041+6.9% | $90,951-23.6% | $79,858-12.9% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 20.82% | 30.45%-9.6pp | 134.60%-113.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $731 | $1,247-41.4% | $2,122-65.6% | $2,471-70.4% |
| Participant deferral / active EE | $2,270 | $2,512-9.6% | $3,373-32.7% | $3,740-39.3% |
| Admin fee / account holder | $165 | $4,536-96.4% | $5,959-97.2% | $5,306-96.9% |