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 | $73,488 | $215,361-65.9% | $171,082-57.0% | $273,961-73.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 76.7%+14.2pp | 83.0%+7.9pp |
| Annual return | 7.92% | 25.14%-17.2pp | 32.56%-24.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,766 | $4,967-44.3% | $4,002-30.9% | $4,869-43.2% |
| Participant deferral / active EE | $3,899 | $5,543-29.7% | $4,797-18.7% | $5,287-26.3% |
| Admin fee / account holder | $44 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |