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 | $113,556 | $86,699+31.0% | $73,307+54.9% | $125,391-9.4% |
| Participation rate | 92.3% | 78.6%+13.7pp | 74.9%+17.4pp | 83.2%+9.1pp |
| Annual return | 2.85% | 2.78%+0.1pp | 5.67%-2.8pp | 282.22%-279.4pp |
| Employer contribution / active EE | $2,261 | $4,152-45.6% | $3,237-30.2% | $4,866-53.5% |
| Participant deferral / active EE | $5,843 | $5,550+5.3% | $4,991+17.1% | $5,352+9.2% |
| Admin fee / account holder | $38 | $7,771-99.5% | $5,637-99.3% | $9,540-99.6% |