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 | $108,939 | $135,952-19.9% | $123,892-12.1% | $273,961-60.2% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 6.69% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,332 | $5,170-54.9% | $4,617-49.5% | $4,869-52.1% |
| Participant deferral / active EE | $4,501 | $6,343-29.0% | $5,984-24.8% | $5,287-14.9% |
| Admin fee / account holder | $74 | $9,817-99.2% | $8,357-99.1% | $10,132-99.3% |