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 | $72,477 | $181,894-60.2% | $156,549-53.7% | $273,961-73.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.56% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,933 | $6,248-69.1% | $5,501-64.9% | $4,869-60.3% |
| Participant deferral / active EE | $9,074 | $5,550+63.5% | $4,871+86.3% | $5,287+71.6% |
| Admin fee / account holder | $1 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |