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 | $55,921 | $215,361-74.0% | $171,082-67.3% | $273,961-79.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 10.10% | 25.14%-15.0pp | 32.56%-22.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,766 | $4,967-44.3% | $4,002-30.9% | $4,869-43.2% |
| Participant deferral / active EE | $1,772 | $5,543-68.0% | $4,797-63.1% | $5,287-66.5% |
| Admin fee / account holder | $202 | $10,846-98.1% | $8,520-97.6% | $10,132-98.0% |