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 | $110,970 | $58,523+89.6% | $99,443+11.6% | $72,985+52.0% |
| Participation rate | 84.1% | 64.6%+19.5pp | 73.8%+10.3pp | 69.5%+14.6pp |
| Annual return | 24.18% | 28.51%-4.3pp | 30.72%-6.5pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,086 | $1,512-28.2% | $2,540-57.3% | $2,440-55.5% |
| Participant deferral / active EE | $5,857 | $2,606+124.7% | $3,619+61.8% | $3,607+62.3% |
| Admin fee / account holder | $11 | $4,102-99.7% | $6,250-99.8% | $5,124-99.8% |