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 | $78,010 | $62,672+24.5% | $185,117-57.9% | $70,131+11.2% |
| Participation rate | 71.0% | 63.8%+7.2pp | 77.3%-6.3pp | 69.5%+1.4pp |
| Annual return | 19.20% | 40.79%-21.6pp | 40.50%-21.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,099 | $1,753+19.7% | $4,182-49.8% | $2,342-10.4% |
| Participant deferral / active EE | $4,558 | $3,272+39.3% | $5,045-9.6% | $3,332+36.8% |
| Admin fee / account holder | $109 | $3,932-97.2% | $8,159-98.7% | $4,645-97.7% |