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 | $84,531 | $61,660+37.1% | $80,019+5.6% | $64,186+31.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.82% | -0.33%+11.1pp | 11.22%-0.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $3,388 | $1,810+87.1% | $2,468+37.3% | $2,381+42.3% |
| Participant deferral / active EE | $3,299 | $2,968+11.2% | $3,686-10.5% | $3,470-4.9% |
| Admin fee / account holder | $271 | $5,417-95.0% | $6,521-95.9% | $4,888-94.5% |