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 | $74,393 | $135,952-45.3% | $123,892-40.0% | $273,961-72.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 12.43% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $16,613 | $5,170+221.4% | $4,617+259.8% | $4,869+241.2% |
| Participant deferral / active EE | $10,531 | $6,343+66.0% | $5,984+76.0% | $5,287+99.2% |
| Admin fee / account holder | $251 | $9,817-97.4% | $8,357-97.0% | $10,132-97.5% |