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 | $105,511 | $93,346+13.0% | $71,796+47.0% | $273,961-61.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 9.85% | 130.39%-120.5pp | 78.04%-68.2pp | 41.45%-31.6pp |
| Employer contribution / active EE | $982 | $2,733-64.1% | $1,924-49.0% | $4,869-79.8% |
| Participant deferral / active EE | $1,170 | $3,475-66.3% | $2,794-58.1% | $5,287-77.9% |
| Admin fee / account holder | $67 | $6,571-99.0% | $4,815-98.6% | $10,132-99.3% |