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 | $79,880 | $136,307-41.4% | $106,619-25.1% | $273,961-70.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 10.12% | 11.05%-0.9pp | 9.42%+0.7pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,393 | $5,190-73.2% | $3,947-64.7% | $4,869-71.4% |
| Participant deferral / active EE | $3,037 | $4,969-38.9% | $3,930-22.7% | $5,287-42.6% |
| Admin fee / account holder | $65 | $8,625-99.2% | $6,418-99.0% | $10,132-99.4% |