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 | $59,339 | $135,952-56.4% | $123,892-52.1% | $273,961-78.3% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 11.18% | 56.63%-45.4pp | 47.52%-36.3pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,246 | $5,170-75.9% | $4,617-73.0% | $4,869-74.4% |
| Participant deferral / active EE | $4,504 | $6,343-29.0% | $5,984-24.7% | $5,287-14.8% |
| Admin fee / account holder | $185 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |