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 | $70,901 | $124,281-43.0% | $109,143-35.0% | $167,490-57.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 10.30% | 26.04%-15.7pp | 25.75%-15.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $3,419 | $4,207-18.7% | $3,722-8.1% | $4,837-29.3% |
| Participant deferral / active EE | $3,419 | $5,255-34.9% | $4,653-26.5% | $6,341-46.1% |
| Admin fee / account holder | $185 | $7,970-97.7% | $6,752-97.3% | $12,309-98.5% |