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 | $60,374 | $215,361-72.0% | $171,082-64.7% | $273,961-78.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.93% | 25.14%-17.2pp | 32.56%-24.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $6,753 | $4,967+36.0% | $4,002+68.7% | $4,869+38.7% |
| Participant deferral / active EE | $10,833 | $5,543+95.4% | $4,797+125.8% | $5,287+104.9% |
| Admin fee / account holder | $86 | $10,846-99.2% | $8,520-99.0% | $10,132-99.1% |