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 | $54,440 | $88,707-38.6% | $74,183-26.6% | $273,961-80.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.39% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,783 | $3,159-43.6% | $2,370-24.8% | $4,869-63.4% |
| Participant deferral / active EE | $2,744 | $4,212-34.9% | $3,550-22.7% | $5,287-48.1% |
| Admin fee / account holder | -$224 | $8,717-102.6% | $5,586-104.0% | $10,132-102.2% |