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 | $80,606 | $96,956-16.9% | $70,014+15.1% | $273,961-70.6% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.8%+15.7pp | 83.0%+4.5pp |
| Annual return | 9.31% | 12.93%-3.6pp | 12.99%-3.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,541 | $3,316-53.5% | $2,338-34.1% | $4,869-68.4% |
| Participant deferral / active EE | $3,345 | $3,744-10.7% | $2,931+14.1% | $5,287-36.7% |
| Admin fee / account holder | $204 | $7,934-97.4% | $4,380-95.3% | $10,132-98.0% |