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 | $112,467 | $67,606+66.4% | $82,313+36.6% | $70,131+60.4% |
| Participation rate | 81.0% | 72.8%+8.2pp | 76.9%+4.1pp | 69.5%+11.4pp |
| Annual return | 22.34% | 21.57%+0.8pp | 25.88%-3.5pp | 73.14%-50.8pp |
| Employer contribution / active EE | $706 | $1,755-59.7% | $2,428-70.9% | $2,342-69.8% |
| Participant deferral / active EE | $3,290 | $2,987+10.1% | $3,706-11.2% | $3,332-1.3% |
| Admin fee / account holder | $2 | $4,512-99.9% | $5,608-100.0% | $4,645-99.9% |