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 | $71,757 | $215,361-66.7% | $171,082-58.1% | $273,961-73.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.86% | 25.14%-15.3pp | 32.56%-22.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $4,102 | $4,967-17.4% | $4,002+2.5% | $4,869-15.7% |
| Participant deferral / active EE | $5,696 | $5,543+2.8% | $4,797+18.7% | $5,287+7.7% |
| Admin fee / account holder | $14 | $10,846-99.9% | $8,520-99.8% | $10,132-99.9% |