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 | $104,417 | $90,503+15.4% | $78,689+32.7% | $273,961-61.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 6.20% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,420 | $3,176-55.3% | $2,851-50.2% | $4,869-70.8% |
| Participant deferral / active EE | $9,815 | $3,901+151.6% | $3,517+179.1% | $5,287+85.6% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,132-99.9% |