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 | $155,551 | $131,829+18.0% | $108,579+43.3% | $273,961-43.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 7.49% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,953 | $4,912-60.2% | $3,758-48.0% | $4,869-59.9% |
| Participant deferral / active EE | $5,349 | $5,127+4.3% | $4,311+24.1% | $5,287+1.2% |
| Admin fee / account holder | $25 | $10,252-99.8% | $7,645-99.7% | $10,132-99.7% |