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 | $63,171 | $135,952-53.5% | $123,892-49.0% | $273,961-76.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.99% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,187 | $5,170-38.3% | $4,617-31.0% | $4,869-34.5% |
| Participant deferral / active EE | $9,367 | $6,343+47.7% | $5,984+56.5% | $5,287+77.2% |
| Admin fee / account holder | $297 | $9,817-97.0% | $8,357-96.4% | $10,132-97.1% |