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 | $78,044 | $93,346-16.4% | $71,796+8.7% | $273,961-71.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 7.74% | 130.39%-122.7pp | 78.04%-70.3pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,790 | $2,733-34.5% | $1,924-7.0% | $4,869-63.2% |
| Participant deferral / active EE | $7,322 | $3,475+110.7% | $2,794+162.0% | $5,287+38.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |