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 | $124,724 | $99,341+25.6% | $84,750+47.2% | $273,961-54.5% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.74% | 22.93%-16.2pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,291 | $4,214-21.9% | $3,574-7.9% | $4,869-32.4% |
| Participant deferral / active EE | $8,465 | $4,269+98.3% | $3,712+128.1% | $5,287+60.1% |
| Admin fee / account holder | $298 | $6,644-95.5% | $5,332-94.4% | $10,132-97.1% |