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 | $71,803 | $181,894-60.5% | $156,549-54.1% | $273,961-73.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 9.99% | 30.74%-20.8pp | 32.23%-22.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $3,382 | $6,248-45.9% | $5,501-38.5% | $4,869-30.5% |
| Participant deferral / active EE | $6,115 | $5,550+10.2% | $4,871+25.5% | $5,287+15.7% |
| Admin fee / account holder | $68 | $15,559-99.6% | $13,027-99.5% | $10,132-99.3% |