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 | $70,716 | $181,894-61.1% | $156,549-54.8% | $273,961-74.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 8.71% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,992 | $5,550+26.0% | $4,871+43.5% | $5,287+32.3% |
| Admin fee / account holder | $107 | $15,559-99.3% | $13,027-99.2% | $10,132-98.9% |