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 | $106,499 | $54,762+94.5% | $90,281+18.0% | $72,985+45.9% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 16.66% | 30.63%-14.0pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,213 | $2,092-42.0% | $2,854-57.5% | $2,440-50.3% |
| Participant deferral / active EE | $2,249 | $2,887-22.1% | $3,885-42.1% | $3,607-37.7% |
| Admin fee / account holder | $110 | $3,972-97.2% | $5,351-97.9% | $5,124-97.8% |