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 | $74,038 | $56,897+30.1% | $84,750-12.6% | $62,891+17.7% |
| Participation rate | 86.5% | 68.5%+17.9pp | 76.6%+9.9pp | 69.3%+17.2pp |
| Annual return | 9.56% | 6.30%+3.3pp | 22.78%-13.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $4,208 | $2,400+75.4% | $3,574+17.7% | $2,281+84.5% |
| Participant deferral / active EE | $8,528 | $2,709+214.8% | $3,712+129.8% | $3,203+166.2% |
| Admin fee / account holder | $279 | $3,581-92.2% | $5,332-94.8% | $4,296-93.5% |