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 | $60,657 | $90,503-33.0% | $78,689-22.9% | $273,961-77.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.09% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,241 | $3,176-29.4% | $2,851-21.4% | $4,869-54.0% |
| Participant deferral / active EE | $4,384 | $3,901+12.4% | $3,517+24.7% | $5,287-17.1% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |