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 | $70,307 | $181,894-61.3% | $156,549-55.1% | $273,961-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.76% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,761 | $6,248-55.8% | $5,501-49.8% | $4,869-43.3% |
| Participant deferral / active EE | $6,530 | $5,550+17.7% | $4,871+34.1% | $5,287+23.5% |
| Admin fee / account holder | $300 | $15,559-98.1% | $13,027-97.7% | $10,132-97.0% |