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 | $39,280 | $181,894-78.4% | $156,549-74.9% | $273,961-85.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 14.52% | 30.74%-16.2pp | 32.23%-17.7pp | 41.45%-26.9pp |
| Employer contribution / active EE | $3,044 | $6,248-51.3% | $5,501-44.7% | $4,869-37.5% |
| Participant deferral / active EE | $8,315 | $5,550+49.8% | $4,871+70.7% | $5,287+57.3% |
| Admin fee / account holder | $152 | $15,559-99.0% | $13,027-98.8% | $10,132-98.5% |