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 | $82,064 | $181,894-54.9% | $156,549-47.6% | $273,961-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.27% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,077 | $6,248-50.8% | $5,501-44.1% | $4,869-36.8% |
| Participant deferral / active EE | $8,256 | $5,550+48.8% | $4,871+69.5% | $5,287+56.2% |
| Admin fee / account holder | $103 | $15,559-99.3% | $13,027-99.2% | $10,132-99.0% |