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 | $117,845 | $83,477+41.2% | $125,175-5.9% | $72,985+61.5% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.5%+0.5pp |
| Annual return | 24.42% | 25.78%-1.4pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $4,546 | $2,345+93.8% | $3,865+17.6% | $2,440+86.3% |
| Participant deferral / active EE | $7,398 | $3,585+106.3% | $4,937+49.9% | $3,607+105.1% |
| Admin fee / account holder | $158 | $5,517-97.1% | $9,702-98.4% | $5,124-96.9% |