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 | $59,505 | $181,894-67.3% | $156,549-62.0% | $273,961-78.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 14.06% | 30.74%-16.7pp | 32.23%-18.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $2,239 | $6,248-64.2% | $5,501-59.3% | $4,869-54.0% |
| Participant deferral / active EE | $4,291 | $5,550-22.7% | $4,871-11.9% | $5,287-18.8% |
| Admin fee / account holder | $18 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |