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 | $141,280 | $88,707+59.3% | $74,183+90.4% | $273,961-48.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 5.49% | 11.94%-6.4pp | 17.74%-12.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $926 | $3,159-70.7% | $2,370-60.9% | $4,869-81.0% |
| Participant deferral / active EE | $5,567 | $4,212+32.2% | $3,550+56.8% | $5,287+5.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |