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 | $76,685 | $181,894-57.8% | $156,549-51.0% | $273,961-72.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.72% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,197 | $6,248-64.8% | $5,501-60.1% | $4,869-54.9% |
| Participant deferral / active EE | $7,882 | $5,550+42.0% | $4,871+61.8% | $5,287+49.1% |
| Admin fee / account holder | $270 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |