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 | $84,766 | $135,952-37.7% | $123,892-31.6% | $273,961-69.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.05% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,451 | $5,170-33.3% | $4,617-25.3% | $4,869-29.1% |
| Participant deferral / active EE | $5,933 | $6,343-6.5% | $5,984-0.9% | $5,287+12.2% |
| Admin fee / account holder | $141 | $9,817-98.6% | $8,357-98.3% | $10,132-98.6% |