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 | $75,179 | $181,894-58.7% | $156,549-52.0% | $273,961-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.07% | 30.74%-18.7pp | 32.23%-20.2pp | 41.45%-29.4pp |
| Employer contribution / active EE | $2,972 | $6,248-52.4% | $5,501-46.0% | $4,869-39.0% |
| Participant deferral / active EE | $3,591 | $5,550-35.3% | $4,871-26.3% | $5,287-32.1% |
| Admin fee / account holder | $10 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |