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 | $35,995 | $181,894-80.2% | $156,549-77.0% | $273,961-86.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 5.22% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,257 | $6,248-63.9% | $5,501-59.0% | $4,869-53.6% |
| Participant deferral / active EE | $7,415 | $5,550+33.6% | $4,871+52.2% | $5,287+40.2% |
| Admin fee / account holder | $215 | $15,559-98.6% | $13,027-98.4% | $10,132-97.9% |