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 | $72,174 | $135,952-46.9% | $123,892-41.7% | $273,961-73.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 5.56% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,331 | $5,170-54.9% | $4,617-49.5% | $4,869-52.1% |
| Participant deferral / active EE | $3,366 | $6,343-46.9% | $5,984-43.7% | $5,287-36.3% |
| Admin fee / account holder | $186 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |