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 | $40,280 | $135,952-70.4% | $123,892-67.5% | $273,961-85.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.96% | 56.63%-45.7pp | 47.52%-36.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $4,651 | $5,170-10.0% | $4,617+0.7% | $4,869-4.5% |
| Participant deferral / active EE | $9,849 | $6,343+55.3% | $5,984+64.6% | $5,287+86.3% |
| Admin fee / account holder | $218 | $9,817-97.8% | $8,357-97.4% | $10,132-97.9% |