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 | $63,707 | $90,503-29.6% | $78,689-19.0% | $273,961-76.7% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 7.07% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,871 | $3,176+21.9% | $2,851+35.8% | $4,869-20.5% |
| Participant deferral / active EE | $5,413 | $3,901+38.7% | $3,517+53.9% | $5,287+2.4% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.8% | $10,132-99.9% |