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 | $57,335 | $181,894-68.5% | $156,549-63.4% | $273,961-79.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 12.90% | 30.74%-17.8pp | 32.23%-19.3pp | 41.45%-28.6pp |
| Employer contribution / active EE | $3,605 | $6,248-42.3% | $5,501-34.5% | $4,869-26.0% |
| Participant deferral / active EE | $5,909 | $5,550+6.5% | $4,871+21.3% | $5,287+11.8% |
| Admin fee / account holder | $144 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |