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 | $96,865 | $90,503+7.0% | $78,689+23.1% | $273,961-64.6% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 7.89% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $4,232 | $3,176+33.2% | $2,851+48.4% | $4,869-13.1% |
| Participant deferral / active EE | $5,474 | $3,901+40.3% | $3,517+55.6% | $5,287+3.5% |
| Admin fee / account holder | $182 | $5,263-96.5% | $4,510-96.0% | $10,132-98.2% |