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 | $64,313 | $181,894-64.6% | $156,549-58.9% | $273,961-76.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.14% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,777 | $6,248-71.6% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $7,597 | $5,550+36.9% | $4,871+56.0% | $5,287+43.7% |
| Admin fee / account holder | $201 | $15,559-98.7% | $13,027-98.5% | $10,132-98.0% |