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 | $148,069 | $99,341+49.1% | $84,750+74.7% | $273,961-46.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.98% | 22.93%-15.0pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,512 | $4,214-16.6% | $3,574-1.7% | $4,869-27.9% |
| Participant deferral / active EE | $10,079 | $4,269+136.1% | $3,712+171.6% | $5,287+90.6% |
| Admin fee / account holder | $3 | $6,644-100.0% | $5,332-99.9% | $10,132-100.0% |