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 | $89,401 | $201,272-55.6% | $184,203-51.5% | $145,922-38.7% |
| Participation rate | 72.2% | 87.5%-15.3pp | 86.8%-14.6pp | 80.3%-8.1pp |
| Annual return | 19.27% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,715 | $7,022-75.6% | $6,427-73.3% | $4,660-63.2% |
| Participant deferral / active EE | $6,995 | $9,806-28.7% | $9,131-23.4% | $6,688+4.6% |
| Admin fee / account holder | $4 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |