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 | $90,835 | $90,503+0.4% | $78,689+15.4% | $273,961-66.8% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 5.64% | 75.60%-70.0pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,848 | $3,176+21.2% | $2,851+35.0% | $4,869-21.0% |
| Participant deferral / active EE | $2,146 | $3,901-45.0% | $3,517-39.0% | $5,287-59.4% |
| Admin fee / account holder | $236 | $5,263-95.5% | $4,510-94.8% | $10,132-97.7% |