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 | $42,792 | $181,894-76.5% | $156,549-72.7% | $273,961-84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.89% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,776 | $6,248-23.6% | $5,501-13.2% | $4,869-1.9% |
| Participant deferral / active EE | $2,540 | $5,550-54.2% | $4,871-47.9% | $5,287-52.0% |
| Admin fee / account holder | $11 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |