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 | $81,377 | $50,958+59.7% | $74,550+9.2% | $64,186+26.8% |
| Participation rate | 74.4% | 61.1%+13.4pp | 69.1%+5.3pp | 69.6%+4.9pp |
| Annual return | 8.28% | -1.86%+10.1pp | 32.53%-24.3pp | 7.63%+0.6pp |
| Employer contribution / active EE | $757 | $1,115-32.1% | $1,961-61.4% | $2,381-68.2% |
| Participant deferral / active EE | $2,595 | $2,301+12.7% | $3,108-16.5% | $3,470-25.2% |
| Admin fee / account holder | $100 | $4,223-97.6% | $5,060-98.0% | $4,888-97.9% |