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 | $127,627 | $61,660+107.0% | $80,019+59.5% | $64,186+98.8% |
| Participation rate | 71.0% | 71.7%-0.7pp | 75.8%-4.9pp | 69.6%+1.4pp |
| Annual return | 10.68% | -0.33%+11.0pp | 11.22%-0.5pp | 7.63%+3.0pp |
| Employer contribution / active EE | $1,377 | $1,810-23.9% | $2,468-44.2% | $2,381-42.2% |
| Participant deferral / active EE | $3,380 | $2,968+13.9% | $3,686-8.3% | $3,470-2.6% |
| Admin fee / account holder | $122 | $5,417-97.7% | $6,521-98.1% | $4,888-97.5% |