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 | $40,148 | $135,952-70.5% | $123,892-67.6% | $273,961-85.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.00% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,825 | $5,170+12.7% | $4,617+26.2% | $4,869+19.6% |
| Participant deferral / active EE | $5,727 | $6,343-9.7% | $5,984-4.3% | $5,287+8.3% |
| Admin fee / account holder | $184 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |