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 | $93,802 | $116,175-19.3% | $93,606+0.2% | $152,861-38.6% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 11.35% | 35.96%-24.6pp | 32.76%-21.4pp | 345.32%-334.0pp |
| Employer contribution / active EE | $3,392 | $3,218+5.4% | $2,718+24.8% | $4,762-28.8% |
| Participant deferral / active EE | $1,393 | $4,603-69.7% | $4,069-65.8% | $5,850-76.2% |
| Admin fee / account holder | $117 | $10,748-98.9% | $7,888-98.5% | $11,596-99.0% |