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 | $70,393 | $90,503-22.2% | $78,689-10.5% | $273,961-74.3% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 4.10% | 75.60%-71.5pp | 62.18%-58.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $7,739 | $3,176+143.7% | $2,851+171.5% | $4,869+58.9% |
| Participant deferral / active EE | $6,400 | $3,901+64.1% | $3,517+82.0% | $5,287+21.1% |
| Admin fee / account holder | $113 | $5,263-97.9% | $4,510-97.5% | $10,132-98.9% |