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 | $109,930 | $88,707+23.9% | $74,183+48.2% | $273,961-59.9% |
| Participation rate | 87.0% | 79.4%+7.5pp | 76.6%+10.3pp | 83.0%+3.9pp |
| Annual return | 8.57% | 11.94%-3.4pp | 17.74%-9.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,291 | $3,159-27.5% | $2,370-3.3% | $4,869-52.9% |
| Participant deferral / active EE | $3,675 | $4,212-12.7% | $3,550+3.5% | $5,287-30.5% |
| Admin fee / account holder | $41 | $8,717-99.5% | $5,586-99.3% | $10,132-99.6% |