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 | $84,647 | $135,952-37.7% | $123,892-31.7% | $273,961-69.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 11.24% | 56.63%-45.4pp | 47.52%-36.3pp | 41.45%-30.2pp |
| Employer contribution / active EE | $2,641 | $5,170-48.9% | $4,617-42.8% | $4,869-45.8% |
| Participant deferral / active EE | $6,371 | $6,343+0.4% | $5,984+6.5% | $5,287+20.5% |
| Admin fee / account holder | $37 | $9,817-99.6% | $8,357-99.6% | $10,132-99.6% |