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 | $64,617 | $159,602-59.5% | $150,045-56.9% | $142,382-54.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 12.71% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,796 | $4,961-3.3% | $4,693+2.2% | $4,299+11.6% |
| Participant deferral / active EE | $7,066 | $8,310-15.0% | $7,997-11.6% | $6,507+8.6% |
| Admin fee / account holder | $262 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |