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 | $76,529 | $181,894-57.9% | $156,549-51.1% | $273,961-72.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.47% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,617 | $6,248-42.1% | $5,501-34.3% | $4,869-25.7% |
| Participant deferral / active EE | $4,396 | $5,550-20.8% | $4,871-9.8% | $5,287-16.9% |
| Admin fee / account holder | $87 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |