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 | $64,251 | $135,952-52.7% | $123,892-48.1% | $273,961-76.5% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 10.02% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $3,112 | $5,170-39.8% | $4,617-32.6% | $4,869-36.1% |
| Participant deferral / active EE | $10,525 | $6,343+65.9% | $5,984+75.9% | $5,287+99.1% |
| Admin fee / account holder | $126 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |