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 | $69,188 | $77,419-10.6% | $69,455-0.4% | $152,861-54.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 25.48% | 39.06%-13.6pp | 28.97%-3.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,655 | $3,315+10.3% | $2,779+31.5% | $4,762-23.2% |
| Participant deferral / active EE | $5,414 | $4,414+22.7% | $3,535+53.1% | $5,850-7.5% |
| Admin fee / account holder | $210 | $6,207-96.6% | $3,839-94.5% | $11,596-98.2% |