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 | $114,185 | $56,897+100.7% | $84,750+34.7% | $62,891+81.6% |
| Participation rate | 71.9% | 68.5%+3.3pp | 76.6%-4.7pp | 69.3%+2.6pp |
| Annual return | 7.81% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,230 | $2,400-7.1% | $3,574-37.6% | $2,281-2.2% |
| Participant deferral / active EE | $4,485 | $2,709+65.5% | $3,712+20.8% | $3,203+40.0% |
| Admin fee / account holder | $167 | $3,581-95.3% | $5,332-96.9% | $4,296-96.1% |