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 | $147,423 | $87,540+68.4% | $75,781+94.5% | $125,391+17.6% |
| Participation rate | 70.0% | 80.2%-10.2pp | 75.8%-5.8pp | 83.2%-13.2pp |
| Annual return | 1.07% | 13.48%-12.4pp | 9.68%-8.6pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,074 | $3,930-72.7% | $3,323-67.7% | $4,866-77.9% |
| Participant deferral / active EE | $2,642 | $4,229-37.5% | $3,651-27.6% | $5,352-50.6% |
| Admin fee / account holder | $62 | $6,502-99.0% | $5,299-98.8% | $9,540-99.4% |