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 | $125,511 | $99,341+26.3% | $84,750+48.1% | $273,961-54.2% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 5.36% | 22.93%-17.6pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,481 | $4,214-17.4% | $3,574-2.6% | $4,869-28.5% |
| Participant deferral / active EE | $9,727 | $4,269+127.8% | $3,712+162.1% | $5,287+84.0% |
| Admin fee / account holder | $224 | $6,644-96.6% | $5,332-95.8% | $10,132-97.8% |