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 | $81,227 | $93,071-12.7% | $74,583+8.9% | $273,961-70.4% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 5.87% | 26.18%-20.3pp | 20.47%-14.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,367 | $3,160-25.1% | $2,525-6.2% | $4,869-51.4% |
| Participant deferral / active EE | $2,550 | $4,160-38.7% | $3,458-26.3% | $5,287-51.8% |
| Admin fee / account holder | $33 | $5,272-99.4% | $4,138-99.2% | $10,132-99.7% |