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 | $91,900 | $181,894-49.5% | $156,549-41.3% | $273,961-66.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 3.35% | 30.74%-27.4pp | 32.23%-28.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,926 | $6,248-69.2% | $5,501-65.0% | $4,869-60.5% |
| Participant deferral / active EE | $6,867 | $5,550+23.7% | $4,871+41.0% | $5,287+29.9% |
| Admin fee / account holder | $188 | $15,559-98.8% | $13,027-98.6% | $10,132-98.1% |