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 | $103,548 | $215,361-51.9% | $171,082-39.5% | $273,961-62.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | 8.28% | 25.14%-16.9pp | 32.56%-24.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $4,957 | $4,967-0.2% | $4,002+23.9% | $4,869+1.8% |
| Participant deferral / active EE | $6,464 | $5,543+16.6% | $4,797+34.7% | $5,287+22.3% |
| Admin fee / account holder | $15 | $10,846-99.9% | $8,520-99.8% | $10,132-99.8% |