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 | $34,912 | $135,952-74.3% | $123,892-71.8% | $273,961-87.3% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,123 | $5,170-58.9% | $4,617-54.0% | $4,869-56.4% |
| Participant deferral / active EE | $3,919 | $6,343-38.2% | $5,984-34.5% | $5,287-25.9% |
| Admin fee / account holder | $23 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |