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 | $58,999 | $90,503-34.8% | $78,689-25.0% | $273,961-78.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 4.93% | 75.60%-70.7pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,959 | $3,176-38.3% | $2,851-31.3% | $4,869-59.8% |
| Participant deferral / active EE | $6,151 | $3,901+57.7% | $3,517+74.9% | $5,287+16.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |