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 | $60,226 | $68,719-12.4% | $91,541-34.2% | $84,808-29.0% |
| Participation rate | 81.3% | 64.5%+16.7pp | 69.8%+11.5pp | 68.3%+12.9pp |
| Annual return | 16.55% | 19.12%-2.6pp | 20.50%-3.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $540 | $1,920-71.9% | $2,505-78.4% | $2,631-79.5% |
| Participant deferral / active EE | $3,185 | $3,136+1.6% | $4,008-20.5% | $4,212-24.4% |
| Admin fee / account holder | $217 | $5,786-96.2% | $6,956-96.9% | $7,344-97.0% |