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 | $67,396 | $99,341-32.2% | $84,750-20.5% | $273,961-75.4% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 7.50% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $4,464 | $4,214+5.9% | $3,574+24.9% | $4,869-8.3% |
| Participant deferral / active EE | $6,943 | $4,269+62.6% | $3,712+87.1% | $5,287+31.3% |
| Admin fee / account holder | $4 | $6,644-99.9% | $5,332-99.9% | $10,132-100.0% |