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 | $62,013 | $181,894-65.9% | $156,549-60.4% | $273,961-77.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.71% | 30.74%-21.0pp | 32.23%-22.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $3,257 | $6,248-47.9% | $5,501-40.8% | $4,869-33.1% |
| Participant deferral / active EE | $10,872 | $5,550+95.9% | $4,871+123.2% | $5,287+105.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |