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 | $176,883 | $56,897+210.9% | $84,750+108.7% | $62,891+181.3% |
| Participation rate | 90.0% | 68.5%+21.5pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 7.95% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $640 | $2,400-73.3% | $3,574-82.1% | $2,281-71.9% |
| Participant deferral / active EE | $4,596 | $2,709+69.6% | $3,712+23.8% | $3,203+43.5% |
| Admin fee / account holder | $7 | $3,581-99.8% | $5,332-99.9% | $4,296-99.8% |