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 | $139,401 | $181,894-23.4% | $156,549-11.0% | $273,961-49.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.55% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,279 | $6,248-63.5% | $5,501-58.6% | $4,869-53.2% |
| Participant deferral / active EE | $5,263 | $5,550-5.2% | $4,871+8.0% | $5,287-0.5% |
| Admin fee / account holder | $48 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |