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 | $67,351 | $117,983-42.9% | $101,794-33.8% | $142,382-52.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 19.57% | 36.92%-17.3pp | 30.53%-11.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,162 | $2,773-22.0% | $2,289-5.5% | $4,299-49.7% |
| Participant deferral / active EE | $9,279 | $4,714+96.9% | $4,084+127.2% | $6,507+42.6% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |