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 | $70,035 | $181,894-61.5% | $156,549-55.3% | $273,961-74.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.80% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $7,870 | $6,248+26.0% | $5,501+43.1% | $4,869+61.6% |
| Participant deferral / active EE | $3,023 | $5,550-45.5% | $4,871-37.9% | $5,287-42.8% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |