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 | $81,697 | $93,346-12.5% | $71,796+13.8% | $273,961-70.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 6.54% | 130.39%-123.9pp | 78.04%-71.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,621 | $2,733+32.5% | $1,924+88.1% | $4,869-25.6% |
| Participant deferral / active EE | $3,883 | $3,475+11.7% | $2,794+39.0% | $5,287-26.6% |
| Admin fee / account holder | $220 | $6,571-96.6% | $4,815-95.4% | $10,132-97.8% |