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 | $89,292 | $76,552+16.6% | $123,892-27.9% | $62,891+42.0% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 8.91% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,154 | $2,883+9.4% | $4,617-31.7% | $2,281+38.3% |
| Participant deferral / active EE | $6,762 | $4,840+39.7% | $5,984+13.0% | $3,203+111.1% |
| Admin fee / account holder | $194 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |