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 | $73,919 | $136,307-45.8% | $106,619-30.7% | $273,961-73.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 78.0%+10.9pp | 83.0%+5.9pp |
| Annual return | 10.67% | 11.05%-0.4pp | 9.42%+1.2pp | 41.45%-30.8pp |
| Employer contribution / active EE | $4,665 | $5,190-10.1% | $3,947+18.2% | $4,869-4.2% |
| Participant deferral / active EE | $5,859 | $4,969+17.9% | $3,930+49.1% | $5,287+10.8% |
| Admin fee / account holder | $106 | $8,625-98.8% | $6,418-98.3% | $10,132-99.0% |