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 | $103,200 | $90,503+14.0% | $78,689+31.1% | $273,961-62.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.98% | 75.60%-64.6pp | 62.18%-51.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,954 | $3,176-38.5% | $2,851-31.5% | $4,869-59.9% |
| Participant deferral / active EE | $2,501 | $3,901-35.9% | $3,517-28.9% | $5,287-52.7% |
| Admin fee / account holder | $295 | $5,263-94.4% | $4,510-93.5% | $10,132-97.1% |