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 | $73,400 | $93,071-21.1% | $74,583-1.6% | $273,961-73.2% |
| Participation rate | 84.6% | 74.9%+9.7pp | 68.1%+16.5pp | 83.0%+1.6pp |
| Annual return | 8.05% | 26.18%-18.1pp | 20.47%-12.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,127 | $3,160-32.7% | $2,525-15.8% | $4,869-56.3% |
| Participant deferral / active EE | $5,070 | $4,160+21.9% | $3,458+46.6% | $5,287-4.1% |
| Admin fee / account holder | $155 | $5,272-97.1% | $4,138-96.3% | $10,132-98.5% |