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 | $87,252 | $104,974-16.9% | $95,585-8.7% | $142,382-38.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.58% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $942 | $2,779-66.1% | $2,527-62.7% | $4,299-78.1% |
| Participant deferral / active EE | $4,176 | $4,352-4.0% | $4,023+3.8% | $6,507-35.8% |
| Admin fee / account holder | $212 | $6,386-96.7% | $6,127-96.5% | $12,624-98.3% |