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 | $77,989 | $67,606+15.4% | $82,313-5.3% | $70,131+11.2% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 14.47% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $534 | $1,755-69.6% | $2,428-78.0% | $2,342-77.2% |
| Participant deferral / active EE | $4,902 | $2,987+64.1% | $3,706+32.3% | $3,332+47.1% |
| Admin fee / account holder | $231 | $4,512-94.9% | $5,608-95.9% | $4,645-95.0% |