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 | $114,402 | $99,341+15.2% | $84,750+35.0% | $273,961-58.2% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 4.62% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,009 | $4,214-76.1% | $3,574-71.8% | $4,869-79.3% |
| Participant deferral / active EE | $1,113 | $4,269-73.9% | $3,712-70.0% | $5,287-79.0% |
| Admin fee / account holder | $138 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |