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 | $81,959 | $181,894-54.9% | $156,549-47.6% | $273,961-70.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.26% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,041 | $6,248-67.3% | $5,501-62.9% | $4,869-58.1% |
| Participant deferral / active EE | $5,706 | $5,550+2.8% | $4,871+17.1% | $5,287+7.9% |
| Admin fee / account holder | $3 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |