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 | $57,725 | $181,894-68.3% | $156,549-63.1% | $273,961-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.34% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,548 | $6,248-59.2% | $5,501-53.7% | $4,869-47.7% |
| Participant deferral / active EE | $6,798 | $5,550+22.5% | $4,871+39.6% | $5,287+28.6% |
| Admin fee / account holder | $27 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |