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 | $64,394 | $232,540-72.3% | $185,117-65.2% | $147,584-56.4% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 27.68% | 43.03%-15.4pp | 40.50%-12.8pp | 578.55%-550.9pp |
| Employer contribution / active EE | $3,850 | $5,195-25.9% | $4,182-7.9% | $4,876-21.0% |
| Participant deferral / active EE | $8,359 | $5,834+43.3% | $5,045+65.7% | $5,439+53.7% |
| Admin fee / account holder | $178 | $10,275-98.3% | $8,159-97.8% | $10,885-98.4% |