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 | $67,837 | $153,772-55.9% | $133,980-49.4% | $273,961-75.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 11.98% | 36.51%-24.5pp | 29.30%-17.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $4,643 | $6,029-23.0% | $5,211-10.9% | $4,869-4.6% |
| Participant deferral / active EE | $8,296 | $6,958+19.2% | $6,282+32.1% | $5,287+56.9% |
| Admin fee / account holder | $35 | $11,765-99.7% | $9,324-99.6% | $10,132-99.7% |