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 | $103,346 | $88,707+16.5% | $74,183+39.3% | $273,961-62.3% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 10.88% | 11.94%-1.1pp | 17.74%-6.9pp | 41.45%-30.6pp |
| Employer contribution / active EE | $658 | $3,159-79.2% | $2,370-72.2% | $4,869-86.5% |
| Participant deferral / active EE | $4,896 | $4,212+16.2% | $3,550+37.9% | $5,287-7.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |