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 | $114,272 | $181,894-37.2% | $156,549-27.0% | $273,961-58.3% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 9.97% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,615 | $6,248-74.2% | $5,501-70.6% | $4,869-66.8% |
| Participant deferral / active EE | $4,373 | $5,550-21.2% | $4,871-10.2% | $5,287-17.3% |
| Admin fee / account holder | $17 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |