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 | $125,881 | $91,552+37.5% | $133,956-6.0% | $79,858+57.6% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.3pp | 69.6%+8.9pp |
| Annual return | 11.65% | 61.85%-50.2pp | 45.09%-33.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,706 | $2,384-28.4% | $3,919-56.5% | $2,471-30.9% |
| Participant deferral / active EE | $3,815 | $3,733+2.2% | $5,048-24.4% | $3,740+2.0% |
| Admin fee / account holder | $11 | $6,321-99.8% | $8,927-99.9% | $5,306-99.8% |