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 | $121,236 | $132,239-8.3% | $105,722+14.7% | $273,961-55.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 78.9%+8.6pp | 83.0%+4.5pp |
| Annual return | 9.25% | 10.07%-0.8pp | 12.25%-3.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $11,540 | $4,867+137.1% | $4,079+182.9% | $4,869+137.0% |
| Participant deferral / active EE | $6,884 | $6,233+10.4% | $5,326+29.3% | $5,287+30.2% |
| Admin fee / account holder | $52 | $12,032-99.6% | $8,308-99.4% | $10,132-99.5% |