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 | $111,071 | $86,922+27.8% | $102,438+8.4% | $80,874+37.3% |
| Participation rate | 91.4% | 72.4%+19.0pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 11.99% | 18.90%-6.9pp | 29.37%-17.4pp | 35.62%-23.6pp |
| Employer contribution / active EE | $5,126 | $2,369+116.3% | $3,024+69.5% | $2,756+86.0% |
| Participant deferral / active EE | $6,240 | $4,119+51.5% | $5,054+23.5% | $4,297+45.2% |
| Admin fee / account holder | $264 | $8,050-96.7% | $9,448-97.2% | $6,935-96.2% |