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 | $74,359 | $99,341-25.1% | $84,750-12.3% | $273,961-72.9% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 9.86% | 22.93%-13.1pp | 22.78%-12.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $7,590 | $4,214+80.1% | $3,574+112.4% | $4,869+55.9% |
| Participant deferral / active EE | $7,304 | $4,269+71.1% | $3,712+96.8% | $5,287+38.1% |
| Admin fee / account holder | $180 | $6,644-97.3% | $5,332-96.6% | $10,132-98.2% |