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 | $102,267 | $99,341+2.9% | $84,750+20.7% | $273,961-62.7% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 8.54% | 22.93%-14.4pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $6,627 | $4,214+57.3% | $3,574+85.4% | $4,869+36.1% |
| Participant deferral / active EE | $4,280 | $4,269+0.3% | $3,712+15.3% | $5,287-19.0% |
| Admin fee / account holder | $55 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |