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 | $74,120 | $76,552-3.2% | $123,892-40.2% | $62,891+17.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.27% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,143 | $2,883-60.4% | $4,617-75.3% | $2,281-49.9% |
| Participant deferral / active EE | $4,769 | $4,840-1.5% | $5,984-20.3% | $3,203+48.9% |
| Admin fee / account holder | $265 | $4,826-94.5% | $8,357-96.8% | $4,296-93.8% |